MB Fitzgerald are currently working on an exceptional opportunity for an experienced Financial Planner to join a well established Chartered firm of IFA's in Exeter. The successful candidate will receive a client bank/leads from the organisation and will be responsible for servicing and developing these HNW Clients.
The company are focused on providing a first-class service to their clients and have a reputation for being client-centric. Many of their clients have been with the business for generations and typically any new clients will come to the business through referrals.
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 have experience of providing investment and pension advice to HNW individuals as well as other areas such as protection, trusts etc. You MUST be Diploma Level 4 Qualified as a very minimum.
The candidate will be tasked with servicing the existing HNW clients, but it is expected that the successful Adviser will have time to source new clients for the business.
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.