Financial Planner

Posted 1 week ago by JohnstonGreer
Easy Apply

Financial Planner - Aberdeen

£50,000 to £60,000 plus bonus and benefits (OTE £80,000 plus)

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 in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis, providing advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives.

You will be provided with a large portfolio of clients to service, full paraplanning and administration support, a good basic salary and bonus potential.

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Advice
  • Financial Planning
  • Investments

Reference: 38206594

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