Financial Planner

JohnstonGreer Ltd; Dundee; On-site; GBP 59,000 - 70,000; Full time

Job summary

An established industry player is seeking a skilled Financial Planner to join their dedicated team. This role focuses on providing independent financial advice to high-net-worth individuals, ensuring their long-term financial success. You will work within a supportive environment that prioritizes client relationships and offers opportunities to network and grow your client base. If you have a passion for financial services and a proven track record in holistic financial planning, this could be the perfect opportunity for you to make a significant impact in clients' lives while advancing your career.

Qualifications

• Candidates must have experience as Financial Planners with HNW individuals.
• Demonstrated resilience and technical knowledge are essential.

Responsibilities

• Provide independent financial advice to clients in various areas.
• Cultivate and service the firm's existing client portfolio.

Skills

Holistic Financial Planning

Client Relationship Management

Investment Knowledge

Tax Planning

Retirement Planning

Networking

Job description

Independent Financial Advisor

To £70,000 plus bonus and benefits

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:

1. Provide independent advice as part of the Private Client team
2. Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
3. Cultivate the firm’s existing client portfolio
4. Service the recurring income
5. Work with new clients generated by the firm’s introducers
6. 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.

If you are interested in this position, click the apply button below or you can email your details to [e-mail].

JohnstonGreer is a recruitment agency that specializes in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.