Job description


  • Entry level
  • No Education
  • Salary £80,000.00 - £100,000.00 gross per year
  • Glasgow


Wealth Planning Adviser - Glasgow

£80,000 to £100,000 plus bonus and flexible benefits

Wealth Planning Adviser required by this National Wealth Management firm that provides individual advice to HNW Private Clients and corporate advice to high profile companies. The firm is very well established and the client portfolio is run on a recurring income/fee basis so the new Advisor will be responsible for the servicing of this existing client bank.

You will deliver advice across the full spectrum of Financial Planning including Investments, IHT, Tax and Retirement, operating out of the local office meeting most clients during normal business hours. You will have full paraplanning and administration support.

Candidates will be experienced Advisors within the wealth sector with minimum Chartered Financial Planning status. You will be technically aware with excellent presentation skills and an advice led mindset.

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.

  • recruitment
  • tax