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Financial planner
Independent Financial Advisor

Independent Financial Advisor

JohnstonGreer

Posted 5 days ago, valid for 13 days

Dundee, City of Dundee DD4 9FA

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 bonus and benefits.
The role focuses on providing independent advice to high-net-worth individuals within a niche sector, emphasizing long-term financial success.
Key responsibilities include operating across various financial areas such as investments, tax, cashflow, retirement planning, and protection.
Candidates must have experience as Financial Planners, demonstrating technical knowledge and resilience in dealing with HNW clients.
JohnstonGreer, a recruitment agency specializing in Financial Services, is handling the recruitment for this position.

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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