Financial Planner

2 weeks ago

Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time
Chartered Financial Planner Opportunity

We are seeking a highly experienced Chartered Financial Planner to join our team at JohnstonGreer Ltd. As a key member of our financial planning team, you will work with our existing client portfolio and continue to develop your own connections.

The successful candidate will have a strong track record of delivering high-quality financial planning advice to HNW individuals and families, with a focus on investments, tax planning, and retirement planning.

Key Responsibilities:

  • Deliver comprehensive financial planning advice to clients, including investment, tax, and retirement planning
  • Work with a varied client portfolio, including business owners, families, and professionals
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Chartered Financial Planner (CFP) qualification or equivalent
  • Several years' experience in the personal financial planning arena
  • Strong knowledge of investments, tax planning, and retirement planning
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package
  • Ongoing professional development and training
  • A dynamic and supportive team environment

We are an equal opportunities employer and welcome applications from qualified candidates. Please submit your application, including your CV and a cover letter, to [insert contact information].

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