JohnstonGreer is seeking a Financial Planner to join its regional wealth management practice. You will advise and service a growing client bank of high net worth individuals, providing expert tax and investment planning guidance.
You'll generate new business through your own client network, connections and referrals, and cultivate relationships with professional introducers to maximise opportunities. A track record in wealth management with Level 4 qualifications is expected.
#J-18808-LjbffrSenior Private Client Financial Planner employer: JohnstonGreer
As a leading wealth management firm based in Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Paraplanners to excel. With competitive salaries, comprehensive benefits, and dedicated exam support, we are committed to your professional growth and success while providing you the opportunity to work with high-net-worth clients on complex financial matters.
