Financial Planner
£65,000 to £80,000 plus bonus and benefits (OTE £100K)
A prominent IFA is seeking a Financial Planner to provide personal advice to HNW individuals, including business owners, professionals, and their families. The role focuses on long-term financial success in an advice-first environment.
1. Cover the north of the county
2. Provide independent advice as part of the Private Client team
3. Operate across Investments, Tax, Cashflow, Retirement Planning, and Protection
4. Cultivate the firm’s existing client portfolio
5. Service recurring income
6. Work with new clients generated by the firm’s internal introducers
Ideal candidates are experienced Financial Planners skilled in holistic financial planning for HNW clients, demonstrating resilience, technical expertise, and professionalism.
If interested, click the apply button below or email your details to info@johnstongreer.co.uk.
JohnstonGreer is a recruitment agency specializing in Financial Services and Pensions sectors, operating as an Employment Agency for permanent roles.
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