Financial Planner – Glasgow

£55,000 to £70,000 plus bonus and benefits

Financial Planner required by this top-end wealth management practice to work with the business’ existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW business.

Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, Tax, IHT Planning and Retirement Planning working with an affluent and niche client portfolio. You will also generate business through networking and referrals.

You will be a well-qualified Financial Planner (Chartered or near) with 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 foster 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.

IFA Administrator – Belfast

£17,000 to £21,000 plus benefits and bonus

IFA Administrator required by this top quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional sales support professional to deal with technical and administration duties.

The IFA Administrator will be responsible for the processing of new business applications, servicing existing business, platform based work, quotations, database management and regular contact directly with clients and product providers.

The ideal candidate will have experience of working in an IFA sales support role with exposure to the full range of financial planning across pensions and investments.

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.

Independent Financial Advisor – Leeds

£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.

IFA (Professional Practice) – London

£60,000 to £80,000 plus bonus and benefits

IFA required by this national professional practice to work with the business’ existing client portfolio, whilst also dealing with leads generated by the firm’s fee-earners 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 Planning, working with a varied client portfolio. You will cultivate internal relationships providing support to maximise the generation of new leads.

You will be a well-qualified Financial Planner 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 bolster relationships at Partner level.

If you are interested in this position please call the office on 0207 556 1180, 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.

Independent Financial Advisor – Edinburgh

£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.

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.