Independent Financial Advisor
To £70,000 plus bonus and benefits
Financial Planner required by this prominent regional IFA 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, your responsibilities will include:
1. Providing independent advice as part of the Private Client team
2. Operating across Investments, Tax, Cashflow, Retirement Planning, and Protection
3. Cultivating the firm’s existing client portfolio
4. Serving the recurring income
5. Working with new clients generated by the firm’s introducers
6. Generating a small element of new business through networking and referrals
Candidates should be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, demonstrating resilience, technical knowledge, and an assured manner.
If you are interested in this position, click the apply button below or email your details to info@johnstongreer.co.uk.
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.
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