MB Fitzgerald are currently working on an exceptional opportunity for an experienced Financial Planner to join a national firm of IFA's in Lymington. The successful candidate will inherit a profitable client bank and will be responsible for servicing and developing these HNW Clients, you will also be passed high quality leads from the firms Investment Managers.
Due to the nature of the HNW client bank and their importance to this company, the business are looking for a knowledgeable, experienced Financial Planner. You MUST be Diploma Level 4 Qualified as a very minimum and candidates who have studied towards the Advanced Diploma will have an advantage.
The candidate will be tasked with servicing the existing HNW clients, but it is expected that the successful Adviser will develop business if needed.
This is an excellent opportunity for an experienced Adviser who is looking for a long-term opportunity. There will be a competitive basic salary depending on experience and qualifications and a bonus scheme will also be in place.