Financial Planner
£50,000 to £65,000 plus benefits and bonus (OTE £80,000 plus)
Independent Financial Advisor required by this wealth management firm that provides individual advice to HNW private clients and their families. The focus of the role is the servicing of the existing clients and the recurring income. With a strong reputation in the market, the business continues to grow through a combination of organic client referrals and strategic introducer relationships. As part of its ongoing expansion, the firm is seeking an experienced Financial Planner to join its team.
Dealing predominately with private client work you will –
- deliver advice across the full spectrum of financial planning including Retirement, Investments, IHT and Tax
- maintain relationships with the existing client portfolio
- cultivate and maximise introductions made internally
- work office based with occasional travel to other locations
Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have at least 2 years as an Advisor or possibly more and you will demonstrate resilience and focus to succeed in this client rich role.
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Financial Advisor - Belfast employer: JohnstonGreer
As an Independent Financial Advisor with our esteemed Wealth Manager, you will thrive in a supportive environment that prioritises professional growth and client satisfaction. Our culture fosters collaboration and innovation, offering competitive salaries, bonuses, and comprehensive benefits, all while allowing you to build meaningful relationships within the financial community. Join us in a location that not only provides a vibrant professional landscape but also encourages a balanced lifestyle, making it an exceptional place to advance your career.
