Senior Financial Planner

£65,000 to £75,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the area, and it continues to expand and progress as a modern financial planning practice.

You will operate as part of the private client team responsible for –

• providing advice on investments, retirement and protection
• servicing the firm’s existing client portfolio
• dealing with leads provided by active professional connections
• continuing to build your own ringfenced client portfolio
• sourcing and cultivating new introducers

Candidates will be existing Advisors with minimum Level 4 qualifications and will have several years’ experience in providing holistic financial planning to individuals. The company offers an excellent and realistic bonus scheme over and above the basic salary and benefits.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.