MB Fitzgerald are currently working with one of the UK's most highly respected Investment Management Businesses to recruit for a Chartered Financial Planner. Due to a recent major acquisition, the company require an experienced, highly qualified Financial Planner to work alongside a number of Investment Managers and their clients.
The successful candidate will be tasked with building strong working relationships with the Investment Managers, teaching them how to spot business opportunities for the Financial Planning side of the company as well as building trust that you will look after their client's interests. You will not own the client relationship but must be able to use your knowledge to form relationships and provide the advice required.
You will be required to provide holistic financial planning advice to existing clients of the business; these clients will already invest with the company and therefore will have assets of £500k as a very minimum. Candidates will not be required to bring a client bank with them as all leads will be provided via the Investment Management arm of the business.
You will have 5+ years experience as a Financial Planner and should be a Chartered Financial Planner or within 2 exams as a minimum. Your knowledge must be up to date and those who have not yet achieved Chartered status must have be able to prove a clear route to obtaining it.
An exquisite opportunity to join a market leading business who are respected as one of the best in the market.