Private Client Financial Planner – OTE £80k+

Private Client Financial Planner – OTE £80k+

Full-Time On-site
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JohnstonGreer Ltd. is seeking an experienced Financial Planner to join its wealth management team, focusing on servicing an established private client base.

You will deliver comprehensive advice across retirement planning, investments, IHT and tax, and maintain the client portfolio. The role is office-based with occasional travel to other locations; candidates should have at least two years as an advisor and Level 4 qualifications, with a proven ability to develop recurring income from existing

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Private Client Financial Planner – OTE £80k+ 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.

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Contact Details:

JohnstonGreer Ltd Recruitment Team