£65,000 to £90,000 plus bonus and benefits
Chartered Financial Planner required by this wealth practice to work with the business’s existing client portfolio whilst continuing to deal with your own connections. The financial planning team also deals with leads generated by the firm’s partners 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, Cashflow Modelling, IHT, other Tax and Retirement Planning, working with a varied client portfolio including business owners, families and professionals.
You will be a Chartered Financial Planner (near or equivalent) with several years’ experience operating at the top-end of the Personal Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior level.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to email@example.com.
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.