Accounting & Finance

Independent Private Client Financial Planner

JohnstonGreer Ltd.

Scotland · Nationwide · United Kingdom

JohnstonGreer Ltd. in Scotland seeks an Independent Financial Advisor to provide independent advice as part of the Private Client team, focusing on long-term wealth strategies for high-net-worth individuals including business owners and professionals.

The role covers Investments, Tax, Cashflow, Retirement Planning and Protection; you will grow the firm’s client portfolio, service recurring income, and collaborate with introducers to win new business.

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Reference: WJ-766_23435542

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