Home
Perth
Financial planner
Independent Financial Advisor

Independent Financial Advisor

JohnstonGreer

Posted a day ago, valid for 22 days

Perth, Perth and Kinross PH1 5AX, Scotland

£25,000 - £30,000 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 Financial Planner is needed by a prominent regional IFA, offering a salary between £65,000 to £75,000, along with bonuses 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 areas such as investments, tax, cashflow, retirement planning, and protection.
Candidates must have experience as Financial Planners, demonstrating resilience and technical knowledge in holistic financial planning for HNW clients.
The position also involves cultivating existing client portfolios and generating new business through networking and referrals.

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

Independent Financial Advisor

Financial Services Administrator

Paraplanner

Paraplanner Manager