Independent Financial Advisor

Carlisle, UK
Closing date
19 Sep 2020

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Contract Type
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Independent Financial Advisor

£36,000 to £45,000 plus benefits and bonus (OTE £60,000 plus)

Financial Advisor required by this regional wealth management firm that provides individual advice to HNW private clients across a wide spectrum of tax and investment planning. The practice has been established for over 25 years and many clients and their families have been with the firm throughout that time.

You will work with the company's existing client portfolio and introductions made by introducers, whilst also generating revenue through other networking and referrals. Advice includes Retirement, Investments, Protection, IHT and other specialist areas.

Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have a proven track record and you will demonstrate the necessary desire and commitment to succeed in this autonomous role.

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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