Job Description
Financial Planner
£55,000 to £65,000 plus bonus and benefits
We are seeking a Financial Planner for a prominent regional IFA that provides personal advice to HNW individuals within a niche sector. The role involves operating in an advice-first environment focused on the long-term financial success of client portfolios.
The responsibilities of the Financial Planner include:
1. Providing independent advice as part of the Private Client team
2. Operating across Investments, Tax, Cashflow, Retirement Planning, and Protection
3. Cultivating the firm’s existing client portfolio
4. Servicing recurring income streams
5. Working with new clients generated by the firm’s introducers
6. Generating a small amount of new business through networking and referrals
Candidates should be experienced Financial Planners with a track record of providing holistic financial planning to HNW individuals. They should demonstrate resilience, technical knowledge, and confidence.
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors, operating as an Employment Agency providing permanent job placement services.
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