Independent Financial Adviser

Recruiter
JohnstonGreer Ltd
Location
Slough, UK
Salary
Competitive
Posted
20 May 2019
Closes
03 Jun 2019
Ref
1143671993
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Independent Financial Adviser

£65,000 to £75,000 plus bonus and benefits (OTE £90,000 plus)

Financial Planner required by this well respected regional Solicitor/Accountancy firm that provides personal advice to HNW Private Clients,Business Owners and professionals. The firm is well well established and it continues to grow through the acquisition of quality business and an increase in third-party introductions from it's large bank of introducers.

You will operate on an IFA basis and will provide advice across Investments and Retirement Planning plus some Protection. Working with the firm's existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives. You will receive full administration and paraplanning support.

Candidates will be experienced Advisors with a minimum of level 4 diploma and progressing towards chartered financial planning status. 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.

This job was originally posted as www.totaljobs.com/job/86333794

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