Wealth Planner: Grow Private-Client Advisory & Self-Gen

Wealth Planner: Grow Private-Client Advisory & Self-Gen

Full-Time No working from home possible
JohnstonGreer

JohnstonGreer, a regional wealth management firm, is seeking a Financial Planner in the Belfast area to service a high-net-worth client base and provide comprehensive tax and investment planning. The successful candidate will operate across the full spectrum of financial planning and build strong client relationships.

You will advise existing clients, generate new business from personal connections and referrals, and convert leads from professional networks into actionable introductions, while

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Wealth Planner: Grow Private-Client Advisory & Self-Gen 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.

JohnstonGreer

Contact Details:

JohnstonGreer Recruitment Team