Financial Planner

£55,000 to £65,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known across Scotland and it continues to grow through the acquisition of quality business and the development of introducers.

Operating as part of the Private Client team you will -

• provide advice across Investments, Pensions, Tax and Trusts
• maintain and cultivate relationships with the existing client portfolio
• maximise opportunity from new leads
• develop new business through networking and referrals

Candidates will be experienced Advisors with Level 4 qualification and will have some experience in providing holistic financial planning to HNW individuals. You will be a proactive Advisor focused on the long-term success of your client portfolio.

If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services