Independent Private Client Financial Planner

Independent Private Client Financial Planner

Full-Time On-site
J

JohnstonGreer Ltd. in Scotland seeks an Independent Financial Advisor to provide independent advice as part of the Private Client team, focusing on long-term wealth strategies for high-net-worth individuals including business owners and professionals.

The role covers Investments, Tax, Cashflow, Retirement Planning and Protection; you will grow the firm’s client portfolio, service recurring income, and collaborate with introducers to win new business.

#J-18808-Ljbffr

Independent Private Client Financial Planner employer: JohnstonGreer Ltd

JohnstonGreer Ltd is an excellent employer, offering a flexible working environment that allows for remote, hybrid, or office-based options, catering to the diverse needs of its employees. With a strong focus on professional growth within the SIPP/SSAS sector, the company provides ample opportunities for career advancement, alongside a competitive bonus and benefits package that enhances overall job satisfaction. The supportive work culture fosters collaboration with clients, intermediaries, and property managers, making it a rewarding place to build a meaningful career.

J

Contact Details:

JohnstonGreer Ltd Recruitment Team