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Financial Planner

Employer
JohnstonGreer Ltd
Location
Newcastle Upon Tyne, UK
Salary
Competitive
Closing date
26 Oct 2020

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Sector
Accountancy
Contract Type
Permanent
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Financial Planner

£40,000 to £45,000 plus benefits and bonus

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.

Please call Chris Johnston on 07860 939925.

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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