Financial Planner - Cumbria

JohnstonGreer Ltd; Carlisle; On-site; GBP 65,000 - 80,000; Full time

Job summary

Une agence de recrutement bien établie recherche un Financial Planner pour offrir des conseils financiers aux clients HNW. Le candidat idéal possédera une expérience éprouvée en planification financière holistique, se concentrant sur le succès à long terme des clients. Des compétences en gestion de portefeuille et en service de revenu récurrent sont essentielles.

Qualifications

• Expérience en tant que Financial Planner.
• Compétences en planification financière pour clients HNW.
• Démontrer résilience et expertise technique.

Responsibilities

• Fournir des conseils financiers personnels aux clients HNW.
• Couvrir le nord du pays avec l'équipe Private Client.
• Gérer le portefeuille de clients existant et travailler avec de nouveaux clients.

Skills

Holistic financial planning

Technical expertise

Resilience

Professionalism

Job description

Financial Planner

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

A prominent IFA is seeking a Financial Planner to provide personal advice to HNW individuals, including business owners, professionals, and their families. The role focuses on long-term financial success in an advice-first environment.

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

Ideal candidates are experienced Financial Planners skilled in holistic financial planning for HNW clients, demonstrating resilience, technical expertise, and professionalism.

If interested, click the apply button below or email your details to [e-mail].

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