- 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 introducers
Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience and focus.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions and sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. -
Financial Advisor
3 weeks ago
Advice for Life Financial Planning Limited Dumfries, United KingdomThe Role · The overall purpose of this role is to provide Financial Planning advice and solutions to an existing client bank with AUM of circa £8m, offering high quality advice and service. · The main elements of this role will include: · - Working with clients to understand thei ...
-
Trainee Financial Advisor
3 weeks ago
BWD Search & Selection Carlisle, United KingdomBWD are supporting a expanding wealth management business in the recruitment of a trainee financial adviser. The role would suit a Dipfa qualified professional looking to break into financial advice. · Following training you will manage and develop an existing client base and bec ...
-
Independent Financial Advisor
1 week ago
JohnstonGreer Cockermouth, United Kingdom Part time, Full timeFinancial Planner · £50,000 to £60,000 plus benefits · Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. As the Financial Planner you will operate in an environment that is advic ...
-
Customer Service Advisor
1 week ago
Teem Recruitment Workington, United KingdomMy client is currently recruiting for a Customer Service Advisor to work in their Workington office. · This is a part time role to work 16 hours per week. · This role is permanent role (office based) · SALARY: National Living Wage · You will be working as a member of the Employme ...
-
Business Controller to Workington Mill
2 weeks ago
Holmen Workington, United Kingdom**Your next workplace**: · Holmen Iggesund is a Swedish company and a member of the Holmen Group. The Workington Mill produces premium paperboard under the brand Incada. Our paperboard is an integral part of the shopping experience for our clients' customers. Since 2013 we have p ...
-
Tyre Retail Assistant
2 weeks ago
Protyre Workington, United Kingdom**Retail Assistant (Service Advisor)** · Protyre is looking for an enthusiastic Retail Assistant to join our growing team. We are a fast-growing national automotive company offering superb training and development opportunities. · Reporting to the Centre Manager will be responsib ...
-
Retail Travel Advisor
3 weeks ago
TUI Group Workington, United KingdomWorkington, United Kingdom- · - Onsite- · - Permanent- · - Part Time- · - 20Salary £21,500 (FTE) · - Joining the TUI Retail Team as a Travel Advisor at our **Workington shop**, we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Br ...
-
Independent Financial Advisor
1 week ago
JohnstonGreer Ltd Carlisle, Cumbria, United Kingdom £40,000 - £55,000£40,000 to £55,000 plus bonus and benefits · Financial Advisor required by this regional wealth management firm that provides individual advice to HNW private clients across a wide spectrum of tax and investment planning. The practice has been established for over 25 years and m ...
-
Independent Financial Advisor
2 weeks ago
JohnstonGreer Ltd Carlisle, Cumbria, United Kingdom40,000 to £55,000 plus bonus and benefits · Financial Advisor required by this regional wealth management firm that provides individual advice to HNW private clients across a wide spectrum of tax and investment planning. You will work with the company's existing client portfolio ...
-
Independent Financial Advisor
5 days ago
JohnstonGreer Ltd Carlisle, United Kingdom£40,000 to £55,000 plus bonus and benefits · Financial Advisor required by this regional wealth management firm that provides individual advice to HNW private clients across a wide spectrum of tax and investment planning. The practice has been established for over 25 years and m ...
-
Retail Travel Advisor
5 days ago
TUI Group Workington, United KingdomWorkington, GB- · - Onsite- · - Permanent- · - Part Time- · - 16Salary £23,550 (FTE) · - Joining the TUI Retail Team as a Travel Advisor at our **Workington shop**, we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and add ...
-
Customer Service Advisor
2 weeks ago
Reed In Partnership Whitehaven, United KingdomReed Talent Solutions are currently working with United Utilities to recruit an Income/Customer Service Advisor on an initial six-month contract. The post-holder will be part of a team based the state of the art Whitehaven contact centre. You will provide the highest levels of cu ...
-
Customer Advisor Advanced
3 days ago
United Utilities Whitehaven, United KingdomAt United Utilities, we're proud to be an essential service provider to our seven million customers across the North West. It is our job to bring three million households and 200,000 businesses clean, clear water and to take their wastewater away so our customers can simply get o ...
-
Customer Advisor Advanced
1 week ago
United Utilities Whitehaven, United KingdomWe have exciting opportunities for customer advisor advanced to join our team at our Whitehaven site. You'll be part of our team based in our state of the art contact centre with great facilities and views overlooking the Whitehaven Harbour. · We're proud to be an essential servi ...
-
Service Advisor
3 days ago
J EDGAR & SON NISSAN Frizington, United KingdomJob Overview: · **Duties**: · - Greet customers and assist with their service needs · - Provide accurate and detailed information on available services and products · - Upsell additional services or products based on customer needs · - Schedule service appointments and manage the ...
-
Safety Case Advisor
1 week ago
National Nuclear Laboratory Seascale, United Kingdom Full timeJob Introduction · Job Description · NNL is a place where people do things that have never been done before. Where experts in all kinds of fields come together to solve some of society's biggest challenges and turn groundbreaking ideas into reality. Being part of NNL means being ...
-
Customer Adviser
3 weeks ago
Newcastle Building Society Carlisle, United KingdomAbout the Role · As part of our strategy of investing into communities and high streets, we are very excited that we now have a vacancy for a new Customer Advisor. · The Society's Branch Network model is unique, innovative and successful. · We pride ourselves in developing and ma ...
-
Private Client Adviser
2 weeks ago
Artemis Recruitment Consultants Ltd Cumbria, United KingdomFinancial Services · Cumbria · 17/05/2023 · Type of Position: Private Client Adviser - Cumbria · Pay: £50k - £70k · **Private Client Adviser - Cumbria**: · Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and ...
-
Customer Adviser
1 week ago
Newcastle Building Society Carlisle, United Kingdom**About the Role** · As part of our strategy of investing into communities and high streets, we are very excited that we now have a vacancy for a new Customer Advisor. · The Society's Branch Network model is unique, innovative and successful. · We pride ourselves in developing an ...
-
Arrears Management Advisor
2 weeks ago
Denholm Associates Carlisle, United KingdomDo you enjoy speaking to people and feel like you always know how to say the right thing at the right time? Our client is looking for an Arrears Management Advisor to join their small but highly effective team. · Although financial services experience is desirable for this role, ...
Independent Financial Advisor - Workington, United Kingdom - JohnstonGreer
Description
Independent Financial Advisor£55,000 to £65,000 plus benefits
IFA required by this prominent financial planning firm that provides personal advice to HNW individuals including business owners and professionals. 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.
As the Financial Planner you will -