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Independent Financial Advisor

Independent Financial Advisor

JohnstonGreer

Posted a day ago, valid for 6 days

Dundee, City of Dundee DD4 9FA

Full Time

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Sonic Summary

A prominent regional IFA is seeking a Financial Planner with a salary range of £65,000 to £75,000 plus bonus and benefits.
The role involves providing independent advice to high-net-worth individuals within a niche sector, focusing on long-term financial success.
Key responsibilities include advising on investments, tax, cashflow, retirement planning, and protection, as well as servicing an existing client portfolio.
Candidates must have experience as Financial Planners, demonstrating resilience, technical knowledge, and the ability to cultivate client relationships.
JohnstonGreer, the recruitment agency for this position, specializes in the Financial Services and Pensions sectors.

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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