Financial Planner

Financial Planner

£50,000 to £60,000 plus benefits and bonus

Financial Planner required by this regional wealth management firm that provides individual advice to HNW private clients across a wide spectrum of tax and investment planning. The practice has been established for over 25 years and many clients and their families have been with the firm throughout that time.

Operating across the full spectrum of financial planning you will be responsible for –

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• Advising and servicing the firm’s existing client bank
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• Generating business from your own clients, connections and referrals
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• Providing advice to leads generated via professional connections, whilst cultivating those relationships to maximise introductions
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You will be an experienced Advisor within the wealth management sector with minimum Level 4 qualifications. You will be relatively new to Advice though you will already have a track record in the advice sector including self-generation skills.

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. We also support firms growing through acquisition and owners seeking to exit their business.