Private Client Financial Planner – OTE £80k+

JohnstonGreer Ltd.; Belfast City District; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Bonus potential

Benefits package

Job summary

JohnstonGreer Ltd. is seeking an experienced Financial Planner to join its wealth management team, focusing on servicing an established private client base.

You will deliver comprehensive advice across retirement planning, investments, IHT and tax, and maintain the client portfolio. The role is office-based with occasional travel to other locations; candidates should have at least two years as an advisor and Level 4 qualifications, with a proven ability to develop recurring income from existing

Qualifications

• Experience in wealth management and servicing private clients.
• Minimum Level 4 qualifications.
• At least 2 years as an Advisor or more.

Responsibilities

• Deliver advice across retirement, investments, IHT and tax.
• Maintain relationships with the existing client portfolio.
• Cultivate and maximise introductions made internally.
• Work office-based with occasional travel to other locations.

Skills

Retirement planning

Investments

IHT/Tax planning

Client relationship management

Education

Level 4 qualifications

Job description

JohnstonGreer Ltd. is seeking an experienced Financial Planner to join its wealth management team, focusing on servicing an established private client base.

You will deliver comprehensive advice across retirement planning, investments, IHT and tax, and maintain the client portfolio. The role is office-based with occasional travel to other locations; candidates should have at least two years as an advisor and Level 4 qualifications, with a proven ability to develop recurring income from existing