Financial Planner - JohnstonGreer : Job Details

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.