JohnstonGreer Ltd. in Scotland is seeking a Senior Financial Planner to join its private client team, delivering holistic financial planning to high-net-worth individuals including business owners and professionals.
You will provide advice on investments, retirement and protection, service the existing client portfolio, and cultivate relationships to maximise lead generation; you'll work with new leads from internal introducers.
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Private Client Financial Planner - HNW Focus (Investments) 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.
