MB Fitzgerald are working with a large national Financial Planning organisation to recruit an experienced Senior Financial Adviser. Our client is well established, have a fantastic reputation in the market and look after more than £4 Billion AUM.
Due to continued expansion and increasing business levels, they now require an additional Financial Planner to join their team in the South West. The role will focus on providing the firms clients with excellent personalised financial planning advice, servicing an existing book of clients whilst also attracting new clients to the business. You will be provided with both leads and clients upon joining, as a result a transferable client bank isn't a necessity. You will be required to network with the internal partners who will pass you across leads and vice versa.
The client is able to offer a competitive basic salary plus bonuses and benefits. They are a forward thinking and growing employer where you can have a long term and profitable career.