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Permanent

Independent Financial Advisor

Workington
money-bag 50000.00-50000.00 Annual
3085445319
Posted 1 week ago

Financial Planner£50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.You will be responsible for -Providing advice across the full spectrum of financial planningInherit and service an existing client bank including review workDealing with new business leadsGenerating revenue through other networking and referralsCandidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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