Senior Wealth Management Advisor
4 weeks ago
Job Summary
We are seeking a highly skilled Senior Wealth Management Advisor to join our team at JohnstonGreer Ltd. As a key member of our wealth management team, you will provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.
Key Responsibilities:
- Work with our existing client portfolio and introductions made by internal introducers
- Generate revenue through other networking and referrals
- Provide advice on Retirement, Investments, Protection, IHT and other specialist areas
Requirements:
- Strong knowledge of tax and investment planning
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- Competitive salary and bonus structure
- Opportunities for professional development and growth
- A dynamic and supportive work environment
About Us:
JohnstonGreer Ltd is a regional wealth management firm dedicated to providing exceptional service to our clients. We are committed to building long-term relationships and delivering tailored solutions to meet their unique needs.
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