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 is advice-first, focusing on the long-term financial success of client portfolios.
The Financial Planner will be responsible for:
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 new business through networking and referrals
Candidates should be experienced Financial Planners with a strong background in holistic financial planning for 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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