Experienced Financial Planner

  • Location

    Birmingham, West Midlands

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £70000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:


  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with a national firm of Financial Planners to recruit an experienced Financial Planner for their Birmingham office. The role is an additional hire with the company looking to use their close relationship with a major top 10 accountancy practice in order to continue developing new business in the area.

We are looking for an experienced Financial Adviser who has a proven ability to develop new business relationships. Those who have a transferrable client bank will be preferred but this is certainly not essential. You will be developing relationships with the Accountants and other professional introducers in order to build a new client base.

You must have at least 4 years' previous experience as a Financial Adviser, either at a firm of IFA's or within a Banking environment. You should have a strong work ethic and a determination to succeed as the company believe that the successful candidate will be writing £200K+ of business once they are up and running.

Candidates must be Diploma level 4 qualified as a minimum and ideally you will be Chartered or studying towards this.

On offer is a generous basic salary and benefits package including car allowance, Group PHI, Group Life, Wellbeing plan and Bonus.