Senior Private Client Financial Advisor - Wealth Management

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

Job summary

JohnstonGreer Ltd. in Aberdeen, United Kingdom, seeks an experienced Independent Financial Advisor to service an existing private client portfolio, focusing on Retirement, Investments, IHT and Tax.

You will work office-based with occasional travel, have a minimum Level 4 qualifications and at least 2 years as an Advisor; the role offers £50,000-£65,000 salary plus benefits and a bonus (OTE £80,000+).

Qualifications

• Level 4 qualifications required.
• At least 2 years as an Advisor in the wealth management sector.

Responsibilities

• Deliver advice across Retirement, Investments, IHT and Tax.
• Maintain relationships with the existing client portfolio.
• Cultivate and maximise introductions made internally.

Education

Level 4 qualifications

2+ years as an Advisor

Job description

JohnstonGreer Ltd. in Aberdeen, United Kingdom, seeks an experienced Independent Financial Advisor to service an existing private client portfolio, focusing on Retirement, Investments, IHT and Tax.

You will work office-based with occasional travel, have a minimum Level 4 qualifications and at least 2 years as an Advisor; the role offers £50,000-£65,000 salary plus benefits and a bonus (OTE £80,000+).