Financial Planner

Job in Carlisle, Cumbria County, CA1, England, UK

Listing for: JohnstonGreer

Full Time position
Listed on 2025-12-31

Job specializations:

Finance & Banking
Financial Consultant, Financial Advisor

Salary/Wage Range or Industry Benchmark: 65000 - 80000 GBP Yearly GBP 65000.00 80000.00 YEAR

Position Overview

Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. 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.

Salary

£65,000 to £80,000 plus bonus and benefits (OTE £100K)

Responsibilities

Cover the north of the county
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 internal introducers

Qualifications

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

Recruitment Agency

Johnston Greer is a recruitment agency that specialises in the Financial Services and Pensions sectors. Johnston Greer operates as an Employment Agency in providing permanent job seeking services.

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