Financial Planner

JohnstonGreer

Posted 21 days ago, valid for a month

Edinburgh, City of Edinburgh EH105BP, Scotland

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 bonuses and benefits.
The role involves providing independent advice to high-net-worth (HNW) clients in a long-term focused environment.
Key responsibilities include working on investments, tax, cashflow, retirement planning, and protection, while managing the existing client portfolio.
Candidates should have experience as Financial Planners, demonstrating resilience and technical knowledge in holistic financial planning for HNW individuals.
JohnstonGreer, the recruiting agency, specializes in the Financial Services and Pensions sectors and operates as an Employment Agency for permanent job placements.

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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