Independent Financial Advisor

JohnstonGreer; Perth; On-site; GBP 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a skilled Financial Planner to join their Private Client team. This role emphasizes independent advice tailored to high-net-worth individuals, focusing on investments, tax, and retirement planning. The ideal candidate will possess a strong background in holistic financial planning, showcasing resilience and professionalism. This position offers a competitive salary and the opportunity to cultivate and grow client relationships within a niche sector. If you are passionate about helping clients achieve their financial goals, this role is perfect for you.

Qualifications

• Erfahrung in der ganzheitlichen Finanzplanung für HNW-Kunden.
• Technische Expertise in Anlagen, Steuern und Altersvorsorge.

Responsibilities

• Unabhängige Beratung im Private Client-Team.
• Pflege des bestehenden Kundenportfolios und Generierung neuer Geschäfte.

Skills

Holistic Financial Planning

Client Relationship Management

Investment Strategies

Tax Planning

Retirement Planning

Networking

Job description

Job Description

Financial Planner

£65,000 to £75,000 plus bonus and benefits

We are seeking a Financial Planner for a prominent regional IFA that provides personal advice to HNW individuals within a niche sector. The role is advice-first, focusing on the long-term financial success of client portfolios.

The Financial Planner will be responsible for:

1. Providing independent advice as part of the Private Client team
2. Operating across Investments, Tax, Cashflow, Retirement Planning, and Protection
3. Cultivating the firm’s existing client portfolio
4. Servicing recurring income
5. Working with new clients generated by the firm’s introducers
6. Generating new business through networking and referrals

Candidates should be experienced Financial Planners with a strong background in holistic financial planning for HNW individuals, demonstrating resilience, technical expertise, and professionalism.

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors, operating as an Employment Agency for permanent placements.