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JohnstonGreer
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Colchester, Essex
Independent Financial Adviser
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
Financial Adviser £50,000 to £55,000 plus bonus. Financial Adviser required by this prominent forward thinking Chartered IFA firm that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions. You will operate on an IFA basis providing holistic financial advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives. You can see your clients in the office or vitually through the means of a video client meeting, thus freeing up your time to see more clients. Candidates will have a minimum of Level 4 diploma qualification. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.