Financial Planning Specialist

1 month ago


Inverness, Highland, United Kingdom JohnstonGreer Ltd Full time

Financial Planning Specialist

**Job Summary**

JohnstonGreer Ltd is seeking a Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners and professionals.

**Key Responsibilities**

* Operate across Investments, Tax, Cashflow, Retirement Planning, and Protection
* Provide holistic financial planning to HNW individuals
* Demonstrate resilience, technical knowledge, and an assured manner

**About the Role**

This is a fantastic opportunity to work with a prominent regional IFA that provides personal advice to HNW individuals. As a Financial Planning Specialist, you will be part of a team that is focused on the long-term financial success of the client portfolio.

**Requirements**

* Existing Financial Planners with experience in providing holistic financial planning to HNW individuals
* Technical knowledge and an assured manner

**What We Offer**

* Competitive salary and benefits package
* Opportunity to work with a reputable and established recruitment agency in the Financial Services and Pensions sectors

**How to Apply**

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your application.



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