Financial Planner

ZipRecruiter; Carlisle; On-site; GBP 65,000 - 75,000; Full time

Job summary

An established industry player is looking for a skilled Financial Planner to join their Private Client team. This role focuses on delivering independent financial advice to high-net-worth individuals, ensuring their long-term financial success. Responsibilities include managing investments, tax, cash flow, retirement planning, and protection strategies. The ideal candidate will have a proven track record in holistic financial planning, demonstrating resilience and technical expertise. This is a fantastic opportunity to work in a supportive environment that values client relationships and professional growth.

Qualifications

• Experienced Financial Planner with a focus on HNW individuals.
• Demonstrates resilience, technical expertise, and professionalism.

Responsibilities

• Provide independent advice as part of the Private Client team.
• Cultivate the firm’s existing client portfolio and generate new business.

Skills

Holistic Financial Planning

Investment Advice

Tax Planning

Cashflow Management

Retirement Planning

Client Relationship Management

Job description

Job Description

Financial Planner

£65,000 to £75,000 plus bonus and benefits

We are seeking a Financial Planner for a prominent regional IFA that provides personal advice to HNW individuals within a niche sector. The role involves operating in an advice-first environment, focusing on the long-term financial success of client portfolios.

The responsibilities 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. Servicing 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

The ideal candidate will be an experienced Financial Planner, skilled in providing holistic financial planning to HNW individuals, demonstrating resilience, technical expertise, and professionalism.

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors, operating as an Employment Agency for permanent placements.