£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 email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.