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Financial Planner

4 months ago

Penrith, Cumbria, United Kingdom JohnstonGreer Full time
Financial Planner

£55,000 to £65,000 plus benefits and bonus (OTE £80,000 plus)

Independent Financial Advisor required by this wealth management firm that provides individual advice to HNW private clients and their families. The focus of the role is the servicing of the existing clients and the recurring income.

Dealing predominately with private client work you will -
  • deliver advice across the full spectrum of financial planning including Retirement, Investments, IHT and Tax
  • maintain relationships with the existing client portfolio
  • cultivate and maximise introductions made internally
  • work office based with occasional travel to other locations
    Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have a proven track record and you will demonstrate the necessary desire and commitment to succeed in this autonomous role.

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