Financial Planner

JohnstonGreer; Carlisle; On-site; GBP 100,000; Full time

Job summary

A prominent financial advisory firm in Carlisle is seeking a Financial Planner to provide independent advice to high-net-worth individuals. The role involves covering the northern county, cultivating client portfolios, and servicing recurring income, focusing on long-term financial success. Ideal candidates should have experience in holistic financial planning and resilience in client interactions.

Benefits

Competitive salary

Bonus structure

Benefits package

Qualifications

• Experience as a Financial Planner providing advice to HNW individuals.
• Ability to operate across Investments, Tax, Cashflow, Retirement Planning and Protection.

Responsibilities

• Cover the north of the county.
• Provide independent advice as part of the Private Client team.
• Cultivate the firm’s existing client portfolio.
• Service the recurring income.

Skills

Holistic financial planning

Resilience

Technical knowledge

Client relationship management

Job description

Position Overview

Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. 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.

Salary

£65,000 to £80,000 plus bonus and benefits (OTE £100K)

Responsibilities

• Cover the north of the county
• Provide independent advice as part of the Private Client team
• Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
• Cultivate the firm’s existing client portfolio
• Service the recurring income
• Work with new clients generated by the firm’s internal introducers

Qualifications

Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner.

Recruitment Agency

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.