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 involves operating in an advice-first environment, focusing on the long-term financial success of client portfolios.
The responsibilities 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
5. Working with new clients generated by the firm’s introducers
6. Generating a small element of new business through networking and referrals
The ideal candidate will be an experienced Financial Planner, skilled in providing holistic financial planning to HNW individuals, demonstrating resilience, technical expertise, and professionalism.
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors, operating as an Employment Agency for permanent placements.
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