MB Fitzgerald Recruitment are currently working with a Financial Planning business who are very busy, highly respected and well recognised within their niche. The company specialise in providing holistic Financial Planning solutions to people within the Dentistry profession.
Due to continued growth, the company are keen to add an experienced Financial Adviser to help advise existing client relationships as well as handle new enquiries. We are looking for a well qualified Financial Planner with an excellent all round knowledge of Financial Planning products and services, including the use of Cashflow Modelling. Ideally you will be Chartered or studying towards this (level 4 minimum).
Candidates will be working closely with the Managing Director, who will provide training and mentoring to ensure that you are successful in the role. Although we are looking for experience, the MD is also looking for someone who is eager to learn and follow their methods. The intention would be that this individual is writing £400-500K of business within 3 years by following these methods and working hard..
Clients of this business are based all across the UK, but due to the increased use of technology and remote meetings, the successful candidate's location within the country is not necessarily important. Where necessary, it may be required that you travel for client meetings or attend their Midlands based office for internal meetings, so those averse to travelling may not wish to apply.
The company is willing to pay a competitive salary for this role depending on experience and qualifications of around £45-50K. Bonus will be paid on business written over a threshold and you will also be entitled to a company car allowance and benefits package.