JohnstonGreer Ltd. in Scotland is seeking a Report Writer to support its Financial Planning team. The role involves preparing and delivering high-quality suitability reports for private clients across Investments, Protection, Retirement Planning and Tax solutions.
You will work alongside Financial Planners and Paraplanners, contributing to template-based and bespoke recommendations while ensuring regulatory accuracy and clear client communication.
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Financial Planning Report Writer - Wealth Management in Inverurie 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.
