Senior Wealth Adviser

3 weeks ago


Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

Financial Planner required by JohnstonGreer Ltd to provide personal advice to high net worth individuals.

As the Financial Planner, you will operate in an environment that is focused on the long-term financial success of the client portfolio.

  • Provide independent advice as part of the Private Client team.
  • Operate across investments, tax, cash flow, retirement planning and protection.

Candidates will be experienced Financial Planners, familiar with providing holistic financial planning to HNW individuals.

Key accountabilities include:

  • Developing and maintaining relationships with High Net Worth clients.
  • Providing tailored financial planning solutions to meet client goals.
  • Working closely with the Private Client team to achieve business objectives.

If you are a skilled Financial Planner with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.



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