JohnstonGreer
Published
31/07/2020
Location
Preston, United Kingdom
Category
Job Type

Description

£35,000 to £50,000 plus bonus.

Basic salary will increase every year as your performance increases.

Financial Adviser required by this prominent forward thinking Regional IFA firm 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 holistic financial 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 can see your clients in the office or virtually through the means of a video client meeting, thus freeing up your time to see more clients.

Candidates will have a minimum of Level 4 diploma qualification. 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 John McGibbon on 07770 654 845 or click the apply button below. You can also email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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