Investment Planner

24 hours ago


Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

JohnstonGreer Ltd is seeking an experienced Wealth Manager to join our Private Client team. As a Wealth Manager, you will be responsible for managing the wealth of HNW individuals and their families.

You will operate across investments, tax, cash flow, retirement planning, and protection, providing advice and guidance to clients. We are looking for someone with resilience, technical knowledge, and an assured manner.

The estimated salary for this role is £65,000 - £75,000 plus bonus and benefits (OTE £100,000 plus). If you are a driven and customer-focused professional, we would love to hear from you.



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