IFA - Wealth Management firm
- Carlisle, Cumbria
- £35,000 - £40,000 per annum
- 5 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21049059
IFA - Wealth Management firm
£35,000 to £40,000 plus benefits and bonus
This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest regional players in the area. Due to continued growth and the acquisition of new business they now require an additional Advisor.
Working in tandem with the Directors you will provide financial advice including the construction of portfolios for a wide range of mainly Individual clients. Although you will provide advice across the full spectrum of financial planning most business is in the Investment and Retirement Planning arenas.
Candidates must be Level 4 or near qualified with a proven ability to generate business through an existing client bank and/or professional connections. Applications are welcome from tied consultants looking to make the move into the IFA world or from existing IFAs seeking improved support in terms of Paraplanners and Platforms.
JohnstonGreer is a recruitment agency that specialises in the Life & Pension, Insurance, Investment and Actuarial sectors. We operate as an Employment Agency in providing permanent job seeking services.
