Wealth Manager

23 hours ago


Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

At JohnstonGreer Ltd, we are seeking a highly skilled Financial Strategist to join our Private Client team. As a Financial Strategist, you will be responsible for providing holistic financial planning to HNW individuals and their families.

The ideal candidate will have experience in investments, tax, cash flow, retirement planning, and protection. They will operate across these areas, providing advice and guidance to clients.

We estimate the salary for this role to be around £60,000 - £70,000 plus bonus and benefits (OTE £95,000 plus). The successful candidate will have resilience, technical knowledge, and an assured manner.



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