Private Client Financial Planner for HNW Clients

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

Job summary

JohnstonGreer is seeking a Financial Planner to provide holistic, independent advice to high-net-worth individuals, including business owners and professionals.

You will work within the Private Client team across investments, tax, cashflow, retirement planning and protection, developing trusted client portfolios and generating recurring income. The role offers clear progression and aligns with a long-term advisory career.

Qualifications

• Experience providing holistic financial planning to high‑net‑worth clients.
• Ability to deliver independent, advisory-led financial planning.
• Comfort working with business owners and professionals.
• Capability to cultivate client portfolios and service recurring income.

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 introducers.
• Self-generate a small element of new business through networking and referrals.

Job description

JohnstonGreer is seeking a Financial Planner to provide holistic, independent advice to high-net-worth individuals, including business owners and professionals.

You will work within the Private Client team across investments, tax, cashflow, retirement planning and protection, developing trusted client portfolios and generating recurring income. The role offers clear progression and aligns with a long-term advisory career.