£50,000 to £60,000 basic plus bonus (OTE £70,000) Excellent benefits package on offer
Financial Planner required by this Chartered Accountancy firm to work with the business’ existing client portfolio (high recurring income). The financial planning team also deals with leads generated by the firm’s internal introducers with all work ultra-HNW business.
Dealing with Private Client work you will deliver advice across the full spectrum of planning including Investments, DFM, Tax, IHT Planning and Retirement, working with an affluent and niche client portfolio. You will also generate business through networking and referrals whilst enriching in-house relationships.
You will be a well-qualified Planner (keen to progress towards chartered status) with experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to foster internal relationships at a senior level.
If you are interested in this position, please call John McGibbon on 07770 654 845 or click the apply button below or you can also email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.