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Financial Planner - Aberdeen

JohnstonGreer Ltd

Aberdeen City

On-site

GBP 55,000 - 65,000

Full time

16 days ago

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An established industry player is seeking a Financial Planner to join their Private Client team. This role involves providing tailored advice on Investments, Pensions, Tax, and Trusts to high-net-worth individuals, including business owners and professionals. The ideal candidate will have a Level 4 qualification and experience in holistic financial planning. You will play a crucial role in maintaining client relationships and maximizing business opportunities through networking and referrals. Join a firm known for its commitment to quality and growth, where your expertise will make a significant impact on clients' financial success.

Must have Level 4 qualification and experience in financial planning.
Proactive approach to managing client portfolios and developing business.

Provide advice on Investments, Pensions, Tax, and Trusts.
Maintain and cultivate relationships with existing clients.
Develop new business through networking and referrals.

Holistic Financial Planning

Client Relationship Management

Investment Advice

Tax Planning

Trusts Management

Networking

Level 4 Qualification

Financial Planner

£55,000 to £65,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known across Scotland and it continues to grow through the acquisition of quality business and the development of introducers.

Operating as part of the Private Client team you will:

provide advice across Investments, Pensions, Tax and Trusts
maintain and cultivate relationships with the existing client portfolio
maximise opportunity from new leads
develop new business through networking and referrals

Candidates will be experienced Advisors with Level 4 qualification and will have some experience in providing holistic financial planning to HNW individuals. You will be a proactive Advisor focused on the long-term success of your client portfolio.

If you are interested in this position, click the apply button below or you can email your details to info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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