Senior Financial Planner - Aberdeen

JohnstonGreer Ltd.; Aberdeen City; On-site; GBP 65,000 - 75,000; Full time

Benefits offered by this job

Bonus scheme

Benefits

Job summary

JohnstonGreer Ltd. in Scotland is seeking a Senior Financial Planner to join its private client team, delivering holistic financial planning to high-net-worth individuals including business owners and professionals.

You will provide advice on investments, retirement and protection, service the existing client portfolio, and cultivate relationships to maximise lead generation; you'll work with new leads from internal introducers.

Qualifications

• Existing Advisors with Level 4 qualifications.
• Several years of experience providing holistic financial planning.

Responsibilities

• Providing advice on investments, retirement and protection.
• Servicing the firm's existing client portfolio.
• Dealing with new leads provided by active internal introducers.
• Cultivating relationships to maximise lead generation.

Education

Level 4 qualifications

Job description

Senior Financial Planner

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

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals.

The firm is well known in the area, and it continues to expand and progress as a modern financial planning practice.

You will operate as part of the private client team responsible for -

• providing advice on investments, retirement and protection
• servicing the firm's existing client portfolio
• dealing with new leads provided by active internal introducers
• cultivating relationships to maximise lead generation

Candidates will be existing Advisors with minimum Level 4 qualifications and will have several years' experience in providing holistic financial planning to individuals.

The company offers an excellent and realistic bonus scheme over and above the basic salary and benefits.