Independent Financial Advisor for HNW Private Clients

JohnstonGreer Ltd.; Belfast City District; On-site; GBP 50,000 - 65,000; Full time

Job summary

JohnstonGreer Ltd. in Belfast, United Kingdom, is seeking an Independent Financial Advisor to service an existing high-net-worth client base. You will deliver advice across Retirement, Investments, IHT and Tax, and maintain relationships with the current portfolio.

This role focuses on recurring income for the firm; you will work office-based with occasional travel to other locations, and you should have minimum Level 4 qualifications and at least two years as an advisor in wealth management.

Qualifications

• Minimum Level 4 qualifications in wealth/financial planning.
• At least 2 years as an Advisor in the wealth management sector.
• Experience servicing private clients is essential.

Responsibilities

• Deliver advice across Retirement, Investments, IHT and Tax.
• Maintain relationships with the existing private client portfolio.
• Cultivate and maximise introductions made internally.
• Work office-based with occasional travel to other locations.

Skills

Client relationship management

Financial planning

Retirement planning

Investments

Tax planning

Education

Level 4 qualifications

Job description

JohnstonGreer Ltd. in Belfast, United Kingdom, is seeking an Independent Financial Advisor to service an existing high-net-worth client base. You will deliver advice across Retirement, Investments, IHT and Tax, and maintain relationships with the current portfolio.

This role focuses on recurring income for the firm; you will work office-based with occasional travel to other locations, and you should have minimum Level 4 qualifications and at least two years as an advisor in wealth management.