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.