Financial Planner

JohnstonGreer

Posted a day ago, valid for 22 days

Inverness, Highland IV2 6TR, Scotland

£36,000 - £43,200 per annum

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 as part of the Private Client team, focusing on long-term financial success for high-net-worth individuals.
Candidates should have experience in holistic financial planning and must be proficient in areas such as Investments, Tax, Cashflow, Retirement Planning, and Protection.
The position requires cultivating the existing client portfolio and generating new business through networking and referrals.
Applicants should be existing Financial Planners with a proven track record and resilience, demonstrating technical knowledge and a confident demeanor.

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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