Salary: £60,000 to £75,000 plus bonus and benefits
Position: Financial Planner
A prominent regional IFA is seeking a Financial Planner to provide personal advice to HNW individuals, including business owners and professionals. In this role, you will operate in an advice-first environment, focused on the long-term financial success of the client portfolio.
Responsibilities:
* Provide independent advice as part of the Private Client team
* Operate across Investments, Tax, Cashflow, Retirement Planning, and Protection
* Cultivate the firm’s existing client portfolio
* Service the recurring income
* Work with new clients generated by the firm’s introducers
Requirements:
Candidates should be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, demonstrating resilience, technical knowledge, and an assured manner.
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