Independent Financial Advisor - Wealth Planning & Referrals

JohnstonGreer; Scotland; On-site; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Bonus scheme

Benefits package

Job summary

JohnstonGreer is seeking an Independent Financial Advisor to service the existing client portfolio and develop new business through introducers and referrals.

You will provide advice across pensions, investments, tax and cashflow, and maintain your technical knowledge to support client needs.

Most clients are supplied by the firm, and you will also generate referrals and source additional business through your professional connections.

Qualifications

• Candidates will be experienced Advisors working within an IFA, Banking or a Wealth Manager role with Level 4 qualifications.
• Develop and maintain relationships with introducers to maximise new introductions.
• Ability to source new business through referrals and networking.

Responsibilities

• providing advice across the full range of planning
• maintain your technical knowledge across Pensions, Investments, Tax and Cashflow
• cultivating relationships with the introducers to maximise new introductions
• develop new business through referrals and networking

Skills

Client relationship management

Business development

Financial advice

Pensions knowledge

Investments knowledge

Education

Level 4 qualifications

Job description

JohnstonGreer is seeking an Independent Financial Advisor to service the existing client portfolio and develop new business through introducers and referrals.

You will provide advice across pensions, investments, tax and cashflow, and maintain your technical knowledge to support client needs.

Most clients are supplied by the firm, and you will also generate referrals and source additional business through your professional connections.