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Senior Financial Planner

Job in Aberdeen, Aberdeen City Area, AB10, Scotland, UK
Listing for: JohnstonGreer Ltd.
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 75000 GBP Yearly GBP 65000.00 75000.00 YEAR
Job Description & How to Apply Below
Senior Financial Planner

£65,000 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.

The firm is well known in the area, and it continues to expand and progress as a modern financial planning practice.

You will operate as part of the private client team responsible for -

  • providing advice on investments, retirement and protection
  • servicing the firm's existing client portfolio
  • dealing with new leads provided by active internal introducers
  • cultivating relationships to maximise lead generation

Candidates will be existing Advisors with minimum Level 4 qualifications and will have several years' experience in providing holistic financial planning to individuals.

The company offers an excellent and realistic bonus scheme over and above the basic salary and benefits.

Position Requirements
10+ Years work experience
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