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Financial Planner HNW Clients in Scotland
Job in
Aberdeen City, Aberdeen, Aberdeen City Area, AB10 1FX, Scotland, UK
Listed on 2026-01-07
Listing for:
JohnstonGreer Ltd
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Aberdeen City
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.
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