Financial Planner - Cumbria

Financial Planner

£55,000 to £65,000 plus bonus and benefits (OTE £90,000 plus)

Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. As the Financial Planner, you will operate in an environment that is advice-first, focused on the long-term financial success of the client portfolio.

Responsibilities:

1. Cover the north of the county
2. Provide independent advice as part of the Private Client team
3. Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
4. Cultivate the firm’s existing client portfolio
5. Service the recurring income
6. Work with new clients generated by the firm’s internal introducers

Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner.

If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.