Independent Financial Advisor

Found in: beBee S GB - 2 weeks ago

Workington, United Kingdom JohnstonGreer Full time
Independent Financial Advisor

£55,000 to £65,000 plus benefits

IFA required by this prominent financial planning firm that provides personal advice to HNW individuals including business owners and professionals. 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 -
Provide independent advice as part of the Private Client teamOperate across Investments, Tax, Cashflow, Retirement Planning and ProtectionCultivate the firm’s existing client portfolioService the recurring incomeWork with new clients generated by the firm’s introducers
Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience and focus.

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

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