Chartered Financial Planner

  • Location

    Crewe, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £55000 - £75000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH733_1568799651

  • Published:

    about 1 year ago

  • Expiry date:

    2019-10-18

  • Consultant:

    #

A leading Wealth Management organisation currently requires a highly expereinced Chartered Financial Planner to join their offices in Crewe and take over an existing client bank. This organisation are well known across the UK and form part of a much larger business, they have offices across the country and are a market leader in their sector.

Due to increased business levels over the past 18 months combined with the recent acquisition of an HNW Financial Planning business, an existing client bank has now become available and requires a confident, professional and highly experienced Adviser to take it over. As well as a HNW client bank you will be provided with leads on a regular basis from the professional introducers that work with the business. You will be required to generate new business from time to time although a client bank and the majority of leads will be provided.

Applicants will have 4+ years experience in the market providing advice to HNW private clients, ideally in the local area. You should be Chartered or within one or two exams.

Candidates will be provided with a basic salary plus Bonuses and Benefits with an OTE of around £100K.