IFA Planner – Leeds

To £42,000 plus bonus and benefits (OTE £55,000 plus).

IFA Planner required by this prominent national company that provides personal advice to High Net Worth individuals and professionals. The firm is well established across the UK and continues to grow through the acquisition of reputable business and the recruitment of new Advisors.

You will operate as part of the Private Client team providing advice across Investments, Pensions and Protection. Working with the firm’s existing client portfolio you will also be responsible for dealing with all leads provided by the company.

Candidates will be experienced Advisors with minimum Level 4 qualifications and you will have experience in providing holistic financial planning to HNW individuals. The company offers an excellent and realistic bonus scheme, over and above the basic salary and benefits.

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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Trainee Investment Manager – Edinburgh

£22,000 to £30,000 plus benefits


JohnstonGreer is representing a leading Investment Management Company currently on the search for a Trainee Investment Manager for their Edinburgh office, dealing and supporting an existing portfolio of High Net Worth Individuals and their families.

You will be responsible for supporting and servicing an existing portfolio of clients and proactively promoting new business across the full range of Investments including Equities, Funds, Fixed Income and alternative Investments, as well as the current portfolio business will be developed through internal introducers, networking and seminars.

Candidates will be degree educated and ideally working towards the Investment Certificate/Exam with excellent communication skills combined with experience of dealing with highly knowledgeable and wealthy clients regarding their financial planning.

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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Trainee Investment Manager – Edinburgh

Up to £30,000 plus benefits

JohnstonGreer is representing a leading Wealth Management firm with regards to the recruitment of an Trainee Investment Manager for the Edinburgh office, dealing with the assistance of existing portfolio of High Net Worth Individuals and their families regarding Investment planning.

As the Trainee Investment Manager, you will work closely with a Senior Advisor including a high level of client work, in terms of preparation and attendance at client meetings, ongoing client communications and acting as a point of contact for any enquirers. The remit will also include portfolio management administration and research.

Candidates will be a recent graduate and have experience gained within the Investment Management or Private Client Wealth Management industries, working within an administration support role.

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking service.

Investment Consultant – Reading

£30,000 to £35,000 plus benefits

Investment Consultant required by this ever growing consultancy that is well established across a range of pension and actuarial services. They are looking for an Investment professional with solid advice experience across Defined Benefit schemes, who is looking to advance their career within the Pensions arena.

Reporting to the Head of Investment you will deliver across a range of areas including the production of performance monitoring reports, managing asset transfer and transitions, regular client meetings, portfolio reviews and restructure, investment strategy and performance.

You will have strong technical investment knowledge with significant and relevant experience in a similar role/environment. Experience across advice, marketing and communications is required and your experience must be within DB/DC Pensions.

If you are interested in this position please call the office on 0207 556 1180, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.