Home
Inverurie
Financial planner
Financial Advisor

Financial Advisor

JohnstonGreer

Posted 15 days ago, valid for 10 days

Inverurie, Aberdeenshire AB51 4ZS

Full Time

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.

Sonic Summary

A Financial Advisor is needed by a wealth management firm that specializes in providing individual advice to high-net-worth clients.
The role offers a salary range of £55,000 to £70,000, along with benefits and bonuses.
Candidates should have a minimum of 12-18 months of client-facing experience and hold at least Level 4 qualifications.
Responsibilities include providing comprehensive financial planning advice, servicing an existing client bank, and generating new business leads.
Most client meetings are conducted in the office, indicating a preference for advisors to work onsite regularly.

Financial Planner

£55,000 to £70,000 plus benefits and bonus

Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.

You will be responsible for -

Providing advice across the full spectrum of financial planning
Inherit and service an existing client bank including review work
Dealing with new business leads
Generating revenue through other networking and referrals

Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.

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

Apply now in a few quick clicks