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High Net Worth Wealth Manager
1 week ago
**HNW Wealth Management Opportunity**
">At JohnstonGreer Ltd, we are seeking a highly experienced Chartered Financial Planner to join our team as a High Net Worth Wealth Manager. This is an exceptional opportunity for a skilled professional to work with high net worth individuals and families, providing comprehensive financial planning services.
">The successful candidate will have several years of experience in the personal financial planning arena, with a proven track record of delivering high-quality advice to HNW clients. You will be responsible for developing and implementing financial plans that meet the complex needs of our clients, including investments, tax planning, retirement planning, and estate planning.
">As a High Net Worth Wealth Manager, you will be part of a collaborative team that works closely with our clients to understand their unique circumstances and goals. You will be expected to communicate complex financial concepts in a clear and concise manner, ensuring that our clients feel confident and supported throughout the planning process.
">**Key Responsibilities:**
">- Develop and implement comprehensive financial plans for HNW clients
- Provide expert advice on investment strategies, tax planning, and retirement planning
- Work closely with clients to understand their goals and objectives
- Communicate complex financial concepts in a clear and concise manner
**Requirements:**
">To be successful in this role, you will need:
">- Chartered Financial Planner (CFP) qualification or equivalent
- Several years of experience in personal financial planning
- Proven track record of delivering high-quality advice to HNW clients
- Excellent communication and interpersonal skills
**Salary:** £80,000 - £110,000 plus bonus and benefits. The exact salary will depend on your level of experience and qualifications.
">We offer a competitive salary and benefits package, including a generous bonus scheme and access to ongoing training and development opportunities.