Independent Financial Advisor
Salary: £55,000 to £75,000 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.
Responsibilities:
1. Provide independent advice as part of the Private Client team
2. Operate across Investments, Tax, Cashflow, Retirement Planning, and Protection
3. Cultivate the firm’s existing client portfolio
4. Service the recurring income
5. Work with new clients generated by the firm’s introducers
6. Generate a small element of new business through networking and referrals
Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge, and an assured manner.
If you are interested in this position, click the apply button below or you can email your details to info@johnstongreer.co.uk.
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