Independent Financial Adviser

Recruiter
JohnstonGreer Ltd
Location
Carlisle, UK
Salary
Competitive
Posted
13 Sep 2019
Closes
02 Oct 2019
Ref
1260082246
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Independent Financial Adviser - Carlisle

£50,000 to £65,000 plus bonus (OTE £90,000 plus)

JohnstonGreer is a specialist recruitment firm operating in the Wealth Sector.

Our client is a well established Chartered Accountancy firm based in Cumbria, supporting many major firms and HNW private clients.

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 on an IFA basis, providing 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 be provided with a large portfolio of clients to service, full paraplanning and administration support, a good basic salary and bonus potential.

Candidates will be experienced Advisors with minimum Level 4 qualifications. 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.

Similar jobs

Similar jobs