Financial Planner

JohnstonGreer

Posted 21 hours ago, valid for 23 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

A Financial Planner is needed by a prominent regional IFA, offering a salary between £65,000 and £75,000, along with bonuses and benefits.
The role involves providing independent advice to high-net-worth individuals, focusing on long-term financial success.
Key responsibilities include operating across various financial areas such as investments, tax, cashflow, retirement planning, and protection.
Candidates should have experience as Financial Planners, demonstrating resilience, technical knowledge, and a confident demeanor.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pensions, is handling the job placement.

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 within a niche sector. 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.

As the Financial Planner you will -

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
Generate a small element of new business through networking and referrals

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

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.

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