£40,000 to £55,000 plus bonus and benefits
Job Description
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.
Responsibilities
1. Work with the company’s existing client portfolio and introductions made by internal introducers.
2. Generate revenue through networking and referrals.
3. Provide advice on Retirement, Investments, Protection, IHT and other specialist areas.
Qualifications
Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have a proven track record and demonstrate the necessary desire and commitment to succeed in this autonomous role.
Application Process
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.
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