Financial Adviser - clients provided

  • Location

    Cheltenham

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £45000 - £65000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3756_1654521639

  • Published:

    27 days ago

  • Expiry date:

    2022-07-06

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Mbf are working with a Chartered and fully Independent Financial Planning practice based in Cheltenham to recruit an employed Financial Adviser. They are a boutique & highly successful organisation that work with HNW & UHNW clients.

The Managing Director is at capacity; therefore, they require an additional Financial Adviser to come in and take on a large number of long existing clients. You will be expected to work closely with these clients providing them an excellent level of service, this will in turn allow the Managing Director time to focus on new clients and business development.

The clients are typically HNW with a FUM of £1M+, individuals that have experience dealing with this level of client would have an advantage.

You will be provided with full support including Paraplanning & Administration which will allow you to focus on clients and providing a high level of service.

This is an excellent opportunity to join a growing Financial Advisory business where you will provide with clients from day one. You will be working with a friendly & professional team where you will have full support and the opportunity to have a long term and prosperous career.