Financial Services Specialist

1 week ago


Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full time

At JohnstonGreer Ltd, we are seeking a skilled Financial Services Specialist to join our team of experienced advisors. This role will provide an opportunity to work with high net worth private clients, providing guidance on complex financial planning and investment strategies.

About the Role
  • Estimated salary: £40,000 - £60,000 per annum

The ideal candidate will have experience in financial planning and investments, as well as excellent communication and interpersonal skills. As a hybrid working model is in place, you can choose to work from home 2-3 days a week or attend the office full-time.

In this role, you will be responsible for providing advice on investment options, tax planning, and retirement planning. You will also be required to maintain accurate records and report on client progress.

We offer a supportive and dynamic work environment, where you can grow and develop your skills.



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