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Financial Planner
Job Description
Financial Planner
£65,000 to £75,000 plus bonus and benefits
Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals within a niche sector. 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.
As the Financial Planner you will -
- 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 introducers
- Generate a small element of new business through networking and referrals
Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner.
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.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
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