Independent Financial Adviser – Carlisle

£50,000 to £65,000 plus bonus (OTE £90,000 plus)

Our client is a well established Chartered Accountancy firm based in Cumbria, supporting many major firms and HNW private clients.

The firm is well known in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis, providing advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives.

You will be provided with a large portfolio of clients to service, full paraplanning and administration support, a good basic salary and bonus potential.

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Financial Planner – Aberdeen

£50,000 to £60,000 plus bonus and benefits (OTE £80,000 plus)

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 grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis, providing advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives.

You will be provided with a large portfolio of clients to service, full paraplanning and administration support, a good basic salary and bonus potential.

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Trainee Financial Advisor – Leicester

£28,000 to £34,000 plus bonus and benefits

Trainee Financial Advisor required by this wealth management firm that provides individual advice to HNW Private Clients. The organisation is a well-known regional player that continues to grow and develop, they are now seeking a new Advisor to work alongside and support the main Director’s portfolio.  

Working as part of the Private Client team you will deliver advice across the full spectrum of Financial Planning including Investments, Protection and Retirement. You will work with the existing client bank and introductions made by professional connections, whilst also generating revenue through referrals.

Although a trainee position candidate will already be Level 4 qualified with some industry experience in advice, technical or support role, gained within a Wealth, Mortgage or Protection arena.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Financial Planner – Glasgow

£55,000 to £70,000 plus bonus and benefits

Financial Planner required by this top-end wealth management practice to work with the business’ existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW business.

Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, Tax, IHT Planning and Retirement Planning working with an affluent and niche client portfolio. You will also generate business through networking and referrals.

You will be a well-qualified Financial Planner (Chartered or near) with experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to foster internal relationships at a senior level.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Independent Financial Advisor – Leeds

£42,000 to £52,000 plus bonus and benefits (OTE £65,000 plus)

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 grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis as part of the Private Client team and will provide advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives. 

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

IFA (Professional Practice) – London

£60,000 to £80,000 plus bonus and benefits

IFA required by this national professional practice to work with the business’ existing client portfolio, whilst also dealing with leads generated by the firm’s fee-earners with all work HNW business conducted on a fee basis.

Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, IHT, Tax and Retirement Planning, working with a varied client portfolio. You will cultivate internal relationships providing support to maximise the generation of new leads.

You will be a well-qualified Financial Planner with several years’ experience as an IFA operating at the top-end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to bolster relationships at Partner level.

If you are interested in this position please call the office on 0207 556 1180, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.