Senior Wealth Management Advisor

4 weeks ago


Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

Job Summary

We are seeking a highly skilled Senior Wealth Management Advisor to join our team at JohnstonGreer Ltd. As a key member of our wealth management team, you will provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.

Key Responsibilities:

  • Work with our existing client portfolio and introductions made by internal introducers
  • Generate revenue through other networking and referrals
  • Provide advice on Retirement, Investments, Protection, IHT and other specialist areas

Requirements:

  • Strong knowledge of tax and investment planning
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment

About Us:

JohnstonGreer Ltd is a regional wealth management firm dedicated to providing exceptional service to our clients. We are committed to building long-term relationships and delivering tailored solutions to meet their unique needs.



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