Financial Planner

JohnstonGreer

Posted a day ago, valid for 22 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£35,000 - £42,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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, focusing on long-term financial success.
Key responsibilities include working across investments, tax, cashflow, retirement planning, and protection, while cultivating the existing client portfolio.
Candidates must be experienced Financial Planners with a proven track record in holistic financial planning for HNW clients.
JohnstonGreer, the recruitment agency for this position, operates as an Employment Agency 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.

Apply now in a few quick clicks

Financial Planner

Paraplanner - Trainee Financial Planner

Client Services Administrator

Paraplanner