Financial Planner

JohnstonGreer; Dundee; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent regional IFA seeks a Financial Planner to join their Private Client team. The role involves providing independent advice to high-net-worth individuals, focusing on long-term financial success across various domains including investments and retirement planning. Candidates should have experience in holistic planning and a strong customer service orientation.

Qualifications

• Existing Financial Planners with experience in HNW financial planning.
• Demonstrated technical knowledge and resilience in client management.

Responsibilities

• Provide independent advice as part of the Private Client team.
• Service and cultivate the firm's existing client portfolio.
• Generate new business through networking and referrals.

Skills

Technical knowledge

Resilience

Networking

Job description

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Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. 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.