Financial Planner

Job in Cumbria, Cumbria County, England, UK

Listing for: JohnstonGreer Ltd

Full Time position
Listed on 2025-12-29

Job specializations:

Finance & Banking
Financial Advisor, Financial Consultant

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

Financial Planner

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

A prominent IFA is seeking a Financial Planner to provide personal advice to HNW individuals, including business owners, professionals, and their families. The role focuses on long-term financial success in an advice-first environment.

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 recurring income

Work with new clients generated by the firm’s internal introducers

Ideal candidates are experienced Financial Planners skilled in holistic financial planning for HNW clients, demonstrating resilience, technical expertise, and professionalism.

If interested, click the apply button below or email your details to

Johnston Greer is a recruitment agency specializing in Financial Services and Pensions sectors, operating as an Employment Agency for permanent roles.

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