JohnstonGreer
Published
19/06/2024
Location
Cumbria, United Kingdom
Category
Job Type

Description

Financial Planner

£55,000 to £65,000 plus bonus and benefits (OTE £90,000 plus)

Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio.

As the Financial Planner you will –

  • Cover the north of the county
  • Provide independent advice as part of the Private Client team
  • Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
  • Cultivate the firm’s existing client portfolio
  • Service the recurring income
  • Work with new clients generated by the firm’s internal introducers

Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge 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 info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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