Chartered Financial Planner

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £50000 - £75000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2631_1603120953

  • Published:

    about 1 month ago

  • Expiry date:

    2020-11-18

  • Consultant:

    #

Chartered Financial Planner - City Centre Manchester - Employed, competitive salary plus bonuses, expected annual OTE in excess of £100,000 - Clients provided

MB Fitzgerald Recruitment are currently working with a leading Manchester based business who specialise in providing Financial Advice to HNW individuals. Due to continued expansion, the Managing Director is currently in a position where they need to take a step back from facing clients and concentrate on the running of and expansion of the company. Because of this they need to recruit a highly competent and qualified Financial Planner to take over some of their biggest clients.

This individual MUST be Chartered (or within one or two exams and dedicated to further study). You must be a highly experienced Adviser who has a proven ability to build lasting relationships with HNW individuals in a fee based financial planning environment. Although around 80% of your time will be spent working with existing clients, candidates should also be determined to bring in new business, not just utilising the existing contacts but also by sourcing new clients and you should have proven experience of doing this.

The company have a fantastic structure to support you, with highly qualified Paraplanners and skilled Administrators providing full back office support and the investment committee (which you would be involved with) meeting on a quarterly basis to ensure that their proposition is the best it can be. You will be offered a competitive basic salary and a bonus structure based on 3X Validation that should ensure you are earning 6 figures plus, in line with other Advisers at the business.