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🥝 Financial Planner

JohnstonGreer | Carlisle, United Kingdom | Posted June 17, 2026

Financial Planner

Job Description

Description

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


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.


As the Financial Planner you will –

  • 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

    • Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resili...

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