Independent Financial Advisor - Aberdeen, United Kingdom - JohnstonGreer

JohnstonGreer

Verified Company

Aberdeen, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planner

£55,000 to £75,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals.

As the Financial Planner you will operate in an environment that is advice first, focused on the long-termfinancial success of the client portfolio.

As the Financial Planner you will Provide independent advice as part of the Private Client team

Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
Cultivate the firm's existing client portfolio
Service the recurring income
Work with new clients generated by the firm's introducers
Selfgenerate a small element of new business through networking and referrals

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