Independent Financial Advisor

Recruiter
JohnstonGreer
Location
Newcastle Upon Tyne
Posted
06 Apr 2019
Closes
16 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Independent Financial Advisor

£40,000 to £60,000 plus bonus and benefits (OTE £85,000 plus)

Financial Planner required by this prominent National IFA that provides specialist Pensions advice to HNW individuals including business owners and professionals. The firm is well known in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions.

You will operate from home on an IFA basis as part of the Private Client team and will provide advice across mainly on Retirement Planning, Pension Transfers and some Investments and Protection. Working with the firm’s existing client portfolio you will service clients throughout the UK so most of your client appointments will be over the telephone with a small elemtn of face to face advice.

Candidates will be experienced Advisors with minimum Level 4 qualifications, progressing towards chrtered status, preferrably with AF3 or pension transfer qualified. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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