MB Fitzgerald are currently working with a national firm of Financial Advisers to recruit an experienced Financial Planner for their Cheltenham office. We are looking for an experienced Financial Adviser who has a proven ability to develop new business relationships. Those who have a transferrable client bank will be preferred but this is certainly not essential. You will be developing relationships with the firms PI’s and will be based across clients/leads.
You must have at least 4 years' previous experience as a Financial Adviser, either at a firm of IFA's or within a Banking environment. You should have a strong work ethic and a determination to succeed. Candidates must be Diploma level 4 qualified as a minimum.