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Financial Planner

JohnstonGreer
Posted 2 months ago
Location

Dundee, City of Dundee DD4 9FA

Salary

£30,000 - £60,000 per annum

info
Contract type

Full Time

Exclamation markThis job is no longer available
Reasons could include: the employer is not accepting applications, is not actively hiring, or is reviewing applications

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Financial Planner

£45,000 to £75,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio.

As the Financial Planner you will -

  • Provide independent advice as part of the Private Client team
  • Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
  • Cultivate the firm’s existing client portfolio
  • Service the recurring income
  • Work with new clients generated by the firm’s introducers

Candidates will be existing Financial Planners progressing to Chartered, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions and sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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