Address
Form of work
SalaryFinancial Planner
£40,000 to £60,000 plus benefits
Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the region and it continues to grow through the generation of internal leads and the ongoing cultivation of the existing client portfolio.
You will operate on an IFA basis as part of the Private Client team and will -
- provide advice across Investments, Retirement Planning and some Protection
- build relationships with the firm’s existing client portfolio
- service recurring income
- meet and conduct fact finds with new clients
- always maintain compliance and service standards
You will be an experienced Planner with minimum Level 4 qualifications. You may be relatively new to providing holistic financial planning to HNW individuals, as the firm has an excellent track record of developing new Advisors.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
