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Financial planner
Financial Planner

Financial Planner

JohnstonGreer

Posted 20 hours ago, valid for 23 days

Aberdeen, Aberdeenshire AB21 9QR

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

A Financial Planner is needed by a prominent regional IFA offering a salary of £65,000 to £75,000 plus bonuses and benefits.
The role focuses on providing independent advice to high-net-worth (HNW) individuals in a long-term financial planning environment.
Key responsibilities include advising on investments, tax, cash flow, retirement planning, and protection while servicing an existing client portfolio.
Candidates must be experienced Financial Planners with a strong background in holistic financial planning for HNW individuals.
The position requires resilience, technical knowledge, and a professional demeanor, with a preference for those who can generate new business through networking.

Financial Planner

£65,000 to £75,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals within a niche sector. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio.

As the Financial Planner you will -

Provide independent advice as part of the Private Client team
Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
Cultivate the firm’s existing client portfolio
Service the recurring income
Work with new clients generated by the firm’s introducers
Generate a small element of new business through networking and referrals

Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner.

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.

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