£55,000 to £65,000 plus bonus and benefits (OTE £75,000 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 ongoing servicing of the existing client bank plus in-house introducers.
You will operate on an IFA basis as part of the Financial Planning team and will provide advice across Investments, Retirement Planning and Protection plus a high level of Transfer work. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through development of internal relationships.
Candidates will be experienced Advisors with Level 4 and ideally a Pension Transfer 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 Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to email@example.com.
JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.