Financial Planner

  • Location

    Horsham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £65000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3019_1624452815

  • Published:

    about 1 month ago

  • Expiry date:

    2021-07-23

  • Consultant:

    ConsultantDrop

MB Fitzgerald are currently working with the highly regarded Financial Planning arm of a well-known top 50 UK Accountancy Practice to recruit for an experienced Financial Planner to assist their Financial Planner Director based out of Horsham.

New Business levels have increased considerably due to continued quality leads coming via the Partners within the accountancy arm of the business and the existing FPD is seeking an individual to join their team and assist with servicing some existing clients as well as further developing the new leads. There is a fantastic opportunity for the right individual to build a very profitable business and be introduced to some interesting HNW clients.

Candidates must be experienced Financial Advisers with good knowledge of Pensions, Investments, Protection, IHT etc. The company have a fantastic name in the Financial Services industry and have a very loyal client following in the West Sussex region

Candidates must be Diploma qualified and ideally will be working towards Chartered. Full administration and paraplanning support is provided and my client also offers a highly flexible working environment.

This a first class opportunity to work within a well-respected organisation with a historically minimal staff turnover who can offer a highly competitive salary and benefits package along with the opportunity to grow and develop a book of existing high quality clients.