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Financial Services Specialist

2 months ago


Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time
Job Title: Independent Financial Advisor

£40,000 to £55,000 plus bonus and benefits

Job Description

JohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.

  • Generate revenue through networking and referrals.
  • Provide expert advice on retirement planning, investments, protection, inheritance tax, and other specialist areas.

As a Financial Advisor, you will be responsible for building strong relationships with clients, understanding their financial goals, and providing tailored solutions to meet their needs.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to work independently and as part of a team.

JohnstonGreer Ltd offers a competitive salary, bonus, and benefits package, as well as opportunities for professional development and growth.