Strategic Wealth Manager

4 days ago


Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time
About JohnstonGreer Ltd

We are a reputable wealth practice seeking an experienced Chartered Financial Planner to join our team.

Salary and Benefits

The successful candidate can expect a salary of approximately £80,000 per annum, plus bonus and benefits. This is a fee-based role, working with high net worth individuals and their businesses.

Job Description

As a Chartered Financial Planner at JohnstonGreer Ltd, you will be responsible for delivering financial planning advice across the full spectrum, including investments, cash flow modelling, inheritance tax, and retirement planning. You will work with a varied client portfolio, comprising business owners, families, and professionals.

Your expertise in Private Client work will be invaluable in managing complex financial situations, ensuring clients' financial goals are met. Your experience operating at the top-end of Personal Financial Planning will be essential in this role.

Required Skills and Qualifications

To succeed in this position, you must be a qualified Chartered Financial Planner (or equivalent) with several years' experience working with high net worth individuals. Strong communication skills, attention to detail, and the ability to build strong relationships with clients are essential.

Key Responsibilities
  • Deliver comprehensive financial planning advice to high net worth individuals and their businesses
  • Manage complex financial situations, ensuring clients' financial goals are met
  • Work collaboratively with colleagues to achieve business objectives


  • Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Wealth Management SpecialistAbout the Role:We are seeking a highly experienced Wealth Management Specialist to join our team at JohnstonGreer Ltd. As a Wealth Management Specialist, you will be responsible for delivering high-quality financial planning advice to our clients.Key Responsibilities:Deliver financial planning advice to clients across a...


  • Aberdeen, Aberdeen City, United Kingdom Eden Scott Full time

    At Eden Scott, we are seeking a highly skilled Senior Wealth Management Professional to join our team. This is an excellent opportunity for an experienced professional to work with high net worth private clients and secure their wealth.Job DescriptionThe successful candidate will be responsible for managing relationships with existing clients, identifying...


  • Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    About the RoleA leading Wealth Management brand with a growing Pensions and Benefits team is seeking an experienced Client Relationship Manager to join their team in Scotland.Job SummaryYou will work closely with a team of client relationship managers and assist employee benefits consultants in proactively managing clients' employee benefits. You will...


  • Aberdeen, Aberdeen City, United Kingdom Strategic Resources European Recruitment Consultants Ltd Full time

    Strategic Contracts Team LeaderWe are seeking a highly skilled Strategic Contracts Team Leader to join our client\'s Supply Chain Management team in Aberdeen. As a key member of the team, you will oversee a team of Contract Analysts, guiding them in delivering contract management services that drive proactive commercial solutions for International\'s North...


  • Aberdeen, Aberdeen City, United Kingdom Strategic Resources European Recruitment Consultants Ltd Full time

    Senior Contract Lead and Team ManagerStrategic Resources European Recruitment Consultants Ltd is seeking a seasoned Contract Lead and Team Manager to spearhead our client's Supply Chain Management team in Aberdeen. This pivotal role demands an adept professional to oversee a team of Contract Analysts, guiding them in delivering contract management...


  • Aberdeen, Aberdeen City, United Kingdom Turner & Townsend Full time

    Cost Management ProfessionalJob OverviewWe are seeking an experienced and skilled Strategic Cost Manager to join our team. As a key member of our cost management department, you will be responsible for delivering high-quality cost management services across the full project lifecycle.Key ResponsibilitiesCommission Management: Assist on feasibility studies,...


  • Aberdeen, Aberdeen City, United Kingdom ISBA Enterprises Limited Full time

    Job OverviewThis role offers an exciting opportunity to contribute to the strategic leadership of core operational functions within ISBA Enterprises Limited.About the RoleThe successful candidate will provide focussed strategic leadership, contributing to the 5 and 10 year plans and vision for the College. Key responsibilities include:Leading internal...


  • Aberdeen, Aberdeen City, United Kingdom Contiki Ressurser as Full time

    We are seeking a highly skilled Contract Management Lead to join our Procurement and Supplier Relations team. As a key member of our team, you will be responsible for strategic procurement and contract management related to our Drilling and Well activities.Key Responsibilities:Develop and implement strategic procurement plans to ensure the right materials...


  • Aberdeen, Aberdeen City, United Kingdom ISBA Enterprises Limited Full time

    This is a key leadership role within ISBA Enterprises Limited, responsible for providing strategic direction and operational oversight to core functions within the College. The successful candidate will contribute to the development of the College's 5 and 10 year strategic plans and vision, and will be instrumental in making that vision a reality for all our...


  • Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    Job DescriptionWe are seeking a highly skilled Strategic Planning Specialist to join our team at Thorpe Molloy McCulloch Recruitment Ltd. As a key member of our Corporate Planning Team, you will play a crucial role in the development and implementation of our company's strategic plans.Main Responsibilities:Co-ordinate and prepare the annual strategic plan...


  • Aberdeen, Aberdeen City, United Kingdom Strategic Resources European Recruitment Consultants Ltd Full time

    Corporate Spend Analyst RoleJob Summary:We are seeking a highly skilled Spend Management Specialist to join our team at Strategic Resources European Recruitment Consultants Ltd. The successful candidate will be responsible for providing key management information and spend support to the Performance Manager, ensuring robust control of business services...


  • Aberdeen, Aberdeen City, United Kingdom OBM People Full time

    OBM People is seeking a Strategic Business Growth Manager to lead business development activities and pursue new business opportunities in the UK and internationally. The ideal candidate will have a proven track record in the energy sector, evaluating, analyzing, and formulating business development strategies for business growth.Key...


  • Aberdeen, Aberdeen City, United Kingdom Balmoral Offshore Engineering Full time

    Balmoral Offshore Engineering, a leading provider of surface and subsurface buoyancy, insulation, and elastomer products and services, is seeking an experienced Procurement Manager to lead its strategic materials sourcing efforts.Job DescriptionThe successful candidate will join our Project Engineering team in the Engineering Department, where they will be...


  • Aberdeen, Aberdeen City, United Kingdom John Wood Group Full time

    Wood, a global leader in consulting and engineering, is seeking a skilled Strategic Contract Manager to join our Operations Business Stream - Upstream. This exciting opportunity offers the chance to develop your career with clear goals and direction.About the RoleThis contract management position will provide guidance and leadership to a team in the...


  • Aberdeen, Aberdeen City, United Kingdom Orion Group Full time

    Orion Group is seeking a highly skilled Strategic Financial Leader to join their leadership team in Aberdeen. This is a key role in driving the company's financial strategy and commercial growth.Key Responsibilities:Develop and execute the company's financial strategy in line with business goals.Provide strategic recommendations to the CEO and board based on...


  • Aberdeen, Aberdeen City, United Kingdom Practicus Full time

    Job DescriptionStrategic Transformation LeadWe are seeking a highly skilled Strategic Transformation Lead to lead a portfolio of integration and transformation technology programmes. This role will oversee multi-year transformation programmes in Infrastructure, Operations, Enterprise Systems, and Data.Main Responsibilities:Align programme scope, budget, and...


  • Aberdeen, Aberdeen City, United Kingdom Orion Full time

    Job DescriptionOrion is seeking an experienced Strategic Financial Director to lead the development and execution of our financial strategy in line with business goals.About YouWe require a professional with at least 5 years of progressive experience in financial leadership, preferably within a commercial environment. Proven track record in strategic...


  • Aberdeen, Aberdeen City, United Kingdom Fifth Ring Full time

    About the Role:We are seeking a highly skilled Public Relations Manager to join our dynamic team at Fifth Ring.In this role, you will be responsible for developing and implementing effective media relations and communications strategies to support our clients' business objectives.As a Public Relations Manager, you will work closely with our clients to...


  • Aberdeen, Aberdeen City, United Kingdom Envertiz Consultancy Full time

    Key Responsibilities:    Manage and grow business development opportunities in the healthcare sector.    Lead and manage client relationships to ensure high satisfaction levels.    Develop and execute strategic sales plans to target key healthcare decision-makers.    Conduct market analysis to identify trends, client needs, and growth areas...

  • Audit Senior Manager

    4 weeks ago


    Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

    We are seeking an experienced Audit Senior or Supervisor to join our team at Johnston Carmichael, a leading accountancy firm in Scotland.About the RoleThe CASS Audit Senior/Supervisor will be responsible for overseeing day-to-day audit tasks, identifying and communicating issues to the Audit Senior Manager, ensuring deadlines and budgets are adhered to, and...