⏰ Full-time

Financial Planner

🏢

JohnstonGreer

                    Location
                    📍 Carlisle, United Kingdom
                

                    Posted
                    📅 June 17, 2026
                

                    Work Type
                    ⏰ Full-time
                

Position Overview

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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Job Details

⏰

Employment Type

Full-time

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