£55,000 to £75,000 plus bonus and benefits
Financial Planner required by this Edinburgh practice to work with the business’ existing client portfolio. The financial planning team also deals with leads generated by the firm’s partners with all work HNW 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 work, working with a varied client portfolio including business owners, families and professionals.
You will be a well-qualified Financial Planner (Chartered or near) with several years’ experience as an IFA operating at the top-end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at Partner 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.