£80,000 to £100,000 plus bonus and flexible benefits
Wealth Planner required by this National Wealth Management firm that provides individual advice to HNW Private Clients and corporate advice to high profile companies. The firm is very well established and the client portfolio is run on a recurring income/fee basis so the new Advisor will be responsible for the servicing of this existing client bank.
You will deliver advice across the full spectrum of Financial Planning including Investments, IHT, Tax and Retirement, operating out of the local office meeting most clients during normal business hours. You will have full paraplanning and administration support.
Candidates will be experienced Advisors within the wealth sector with minimum Chartered Financial Planning status. You will be technically aware with excellent presentation skills and an advice led mindset.
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 email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.