JohnstonGreer
Published
22/01/2020
Location
Carlisle, United Kingdom
Category
Job Type

Description

£50,000 to £60,000 plus bonus and benefits (OTE 80,000 plus)

Our client is a Regional Financial Planning and Chartered Accountancy FIrm and they require an experienced IFA who 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 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.

Candidates will be experienced Advisors with minimum Level 4 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 the office on 0131 292 0777 or click the apply button below or 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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