Senior Financial Planning Specialist
3 weeks ago
At JohnstonGreer Ltd, we are seeking a highly skilled Senior Financial Planning Specialist to join our team. As a Chartered Financial Planner with several years of experience in the Personal Financial Planning arena, you will be responsible for delivering financial planning services to high net worth individuals and businesses.
The ideal candidate will have excellent communication skills, a strong understanding of financial markets, and the ability to provide expert advice on investments, tax planning, and retirement planning. You will also be responsible for managing client relationships, identifying new business opportunities, and collaborating with colleagues to achieve business objectives.
We offer a competitive salary of £65,000 to £95,000 plus bonus and benefits. This is an exciting opportunity to work with a prestigious wealth practice and contribute to the growth and success of our organization.
The successful candidate will have:
- A Chartered Financial Planner (near or equivalent) qualification
- Several years of experience operating at the top-end of the Personal Financial Planning arena
- Excellent communication and interpersonal skills
- A strong understanding of financial markets and products
- The ability to work independently and as part of a team
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Financial Planning Assistant
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Administrative Support for Financial Planners
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Senior Wealth Planning Specialist
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Financial Planning Specialist
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Financial Planning Consultant
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Financial Planning Administrator
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Investment Planning Support Specialist
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