Independent Financial Advisor – Inverness

£42,000 to £52,000 plus bonus and benefits (OTE £65,000 plus)

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 in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis as part of the Private Client team and will provide advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives. 

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

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.

Practice Manager/Financial Planning – Edinburgh

£25,000 to £30,000 plus benefits

Practice Manager required by this prominent local Financial Planning firm that provides advice to HNW individuals and businesses across Retirement Planning, Investments/Wealth, Mortgages, Protection and Tax Planning. The firm is well known in the local area of Edinburgh and it continues to grow through the acquisition of businesses and the recruitment of administrators.

The Practice Manager will work closely with the Managing Director and be responsible for a range of duties including:

  • Day to day management and leadership of the support team and office.
  • Contacting clients to arrange meetings with Advisers and preparing the meetings beforehand.
  • Compliance and regulatory requirements plus client management responsibilities.
  • Ensuring clients are kept up to date with relevant Communications, producing mail merges, quarterly newsletters and Tax Year End Campaigns.
  • Take on board all projects and managing all other change within the business

Applicants must have worked in an Advice practice either operating as an Office Manager or Senior Administrator with managing experience. Excellent communication and leadership skills. In addition to your basic salary the firm also offer a company pension and benefits scheme, incentives/bonus and comprehensive training, support and continued development in the role.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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.

Legal Practice IFA – Slough

£65,000 to £70,000 plus bonus and benefits (OTE £80,000 to £90,000)

IFA required by this regional Accountancy Practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s partners with all work High Net Worth 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 Planning, working with a varied client portfolio including business owners, families and professionals.

You will be a well-qualified Financial Planner with several years’ experience 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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Financial Planner – Edinburgh

£60,000 to £75,000 plus bonus and benefits

Financial Advisor required by this top-end wealth management practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW 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, Tax and IHT Planning, Retirement Planning and Family Protection working with an affluent and niche client portfolio.

You will be a well-qualified Financial Planner (Chartered or very near) with several years’ experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior 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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Financial Planner – Birmingham

£60,000 to £75,000 plus bonus and benefits

Financial Advisor required by this top-end wealth management practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW 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, Tax and IHT Planning, Retirement Planning and Family Protection working with an affluent and niche client portfolio.

You will be a well-qualified Financial Planner (Chartered or very near) with several years’ experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior 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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Financial Planner – Ipswich

£60,000 to £75,000 plus bonus and benefits

Financial Advisor required by this top-end wealth management practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW 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, Tax and IHT Planning, Retirement Planning and Family Protection working with an affluent and niche client portfolio.

You will be a well-qualified Financial Planner (Chartered or very near) with several years’ experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior 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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.