Wealth Planner for HNW Clients | £50k–£65k + OTE

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

Benefits offered by this job

Bonus potential

Benefits

Job summary

JohnstonGreer Ltd. is seeking an experienced Financial Planner to service a growing private client portfolio. The role focuses on delivering holistic financial planning advice across retirement, investments, IHT and tax for high net worth clients, while maintaining relationships and leveraging internal introducers.

You will work from the office with occasional travel to other locations. The firm seeks candidates with minimum Level 4 qualifications and at least two years as an Advisor,

Qualifications

• Experience in private client wealth management
• Strong client service ethos and relationship building
• Knowledge of tax, IHT and retirement planning concepts

Responsibilities

• Provide comprehensive financial planning advice across retirement, investments, IHT and tax
• Maintain and grow an existing client portfolio
• Cultivate and maximise internal introductions to drive business
• Work in-office with occasional travel to other locations

Skills

Client relationships

Financial planning

Regulatory compliance

Education

Level 4 qualifications

Job description

JohnstonGreer Ltd. is seeking an experienced Financial Planner to service a growing private client portfolio. The role focuses on delivering holistic financial planning advice across retirement, investments, IHT and tax for high net worth clients, while maintaining relationships and leveraging internal introducers.

You will work from the office with occasional travel to other locations. The firm seeks candidates with minimum Level 4 qualifications and at least two years as an Advisor,