IFA - Wealth Management firm
Independent Financial Advisor
£45,000 to £60,000 plus bonus and benefits (OTE £80,000 plus)
IFA required by this regional professional practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s partners with all work HNW business conducted on a fee basis.
Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, IHT, Tax and Retirement Planning, working with a varied client portfolio including business owners, families and professionals.
You will be a well-qualified Financial Planner with several years’ experience operating at the top-end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at Partner level.
Please call Chris Johnston on 0131 292 0778.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Life & Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
This job was originally posted as www.totaljobs.com/job/76044314