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Wealth Management Professional

2 months ago

Inverness, Highland, United Kingdom JohnstonGreer Ltd Full time

Financial Planning Opportunity

We are seeking a skilled Financial Planner to join our team at JohnstonGreer Ltd. This role involves providing independent advice to high net worth individuals, including business owners and professionals.

The successful candidate will have experience in financial planning, investments, tax, cashflow, retirement planning, and protection. They will be part of our Private Client team, operating in an advice-first environment focused on long-term client success.

  • Deliver holistic financial planning services to high net worth individuals
  • Operate across a range of financial services, including investments, tax, and retirement planning

Candidates should have a strong technical knowledge base, resilience, and an assured manner. If you have a passion for delivering exceptional financial planning services, we encourage you to apply for this exciting opportunity.