£55,000 to £75,000 plus bonus and benefits (OTE £100,000 plus).
Financial Planner required by this highly esteemed national wealth practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s partners with all High Net Worth business conducted on a fee basis.
Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, IHT, Tax and Retirement Planning, working with a varied client portfolio including business owners, families and professionals.
You will be a Chartered Financial Planner (near or equivalent) with several years’ experience operating at the top-end of the Personal Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior level.
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.