£40,000 to £58,000 plus bonus and benefits
Wealth Manager 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 and your own connections.
Candidates will be experienced Advisors approaching Level 6/7 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 Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to firstname.lastname@example.org.
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.