£50,000 to £65,000 plus benefits and bonus
Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT, and Trusts. Following continued new business growth, advisor retirements, and increased portfolio workloads, they now need to add to the advice team.
You will be responsible for:
1. Providing advice across the full spectrum of financial planning
2. Inheriting and servicing an existing client bank, including review work
3. Dealing with new business leads
4. Generating revenue through networking and referrals
Candidates should be recently or newly qualified Advisors within the wealth management sector, with a minimum of Level 4 qualifications and 12-18 months of client-facing experience. Most client meetings are conducted in the office, so you will typically be in the office most days.
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.
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