Job Description
Financial Planner
£65,000 to £75,000 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 emphasizes an advice-first approach, focusing 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 element of new business through networking and referrals
Ideal candidates will be experienced Financial Planners, proficient in holistic financial planning for HNW individuals, demonstrating resilience, strong technical knowledge, and an assured manner.
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors, operating as an Employment Agency providing permanent job seeking services.
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