Chartered Financial Advisor Lead

3 weeks ago


Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

Join JohnstonGreer Ltd, a dynamic wealth management firm in the UK, as a Chartered Financial Advisor Lead. This esteemed position comes with an estimated salary of £65,000 to £95,000 plus bonus and benefits.

As a key member of the financial planning team, you will play a critical role in shaping the future of our clients' financial well-being. You will leverage your expertise in financial planning, including investments, cash flow modelling, and tax planning, to deliver bespoke solutions that meet the unique needs of each client.

To succeed in this role, you will need to demonstrate exceptional leadership skills, outstanding technical knowledge, and a passion for delivering exceptional client service. You will work closely with a talented team of professionals to drive business growth, develop new business opportunities, and maintain strong relationships with clients.

Key responsibilities:

  • Leading the financial planning team to achieve business objectives and deliver exceptional client outcomes.
  • Mentoring junior members of the team to ensure they receive the support and guidance needed to succeed.
  • Developing and implementing strategic plans to drive business growth and expansion.

Benefits:

  • A salary range of £65,000 to £95,000.
  • Bonus and benefits package.
  • Leadership development opportunities to enhance your skills and knowledge.
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