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Independent Financial Advisor
Job in
Workington, Cumbria County, CA14, England, UK
Listed on 2026-01-16
Listing for:
JohnstonGreer
Contract
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Financial Advisor
£50,000 to £65,000 plus benefits and bonus
We are looking for a Financial Advisor for a wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.
You will be responsible for:
- Providing advice across the full spectrum of financial planning
- Inherit and service an existing client bank including review work
- Dealing with new business leads
- Generating revenue through other networking and referrals
We are looking for candidates who are recently or newly qualified Advisors within the wealth management sector with a minimum Level 4 qualification and 12–18 months client‑facing experience. Vast majority of client meetings are conducted in the office, so you will typically be in the office most days.
Financial Advisor
• Workington, Cumbria, UK
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