Independent Private Client Financial Planner

JohnstonGreer Ltd.; Scotland; On-site; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

JohnstonGreer Ltd. in Scotland seeks an Independent Financial Advisor to provide independent advice as part of the Private Client team, focusing on long-term wealth strategies for high-net-worth individuals including business owners and professionals.

The role covers Investments, Tax, Cashflow, Retirement Planning and Protection; you will grow the firm’s client portfolio, service recurring income, and collaborate with introducers to win new business.

Qualifications

• Experience in holistic financial planning for high-net-worth individuals.
• Established as a Financial Planner with client base continuity.
• Resilience, technical knowledge and an assured manner.

Responsibilities

• 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

Skills

Independent advice

HNW clients

Job description

JohnstonGreer Ltd. in Scotland seeks an Independent Financial Advisor to provide independent advice as part of the Private Client team, focusing on long-term wealth strategies for high-net-worth individuals including business owners and professionals.

The role covers Investments, Tax, Cashflow, Retirement Planning and Protection; you will grow the firm’s client portfolio, service recurring income, and collaborate with introducers to win new business.