Financial Planner

  • Location

    Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £50000 - £100000 per annum + basic plus Bonus, OTE, plus benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3345_1655892029

  • Published:

    11 days ago

  • Expiry date:

    2022-07-22

  • Consultant:

    David Everingham

Experienced Financial Planner - Full HNW Client Bank Provided - Manchester - Competitive salary of up to £60,000, plus benefits and bonus (£100K OTE)

MB Fitzgerald Recruitment are currently working with a well known Manchester based firm of Financial Planners who are looking to recruit an experienced Financial Planner.

The role:

  • The role will be working closely with a connected Accountancy practice who have been professional introducers for this company for decades. This is a very important client book for the company and will have potential to generate high business figures
  • Some of the work involves very complex cases and so candidates must have exceptional technical ability and experience of dealing with clients at this level

What we are looking for:

  • We are looking for an experienced Financial Adviser who is Diploma Qualified as a minimum and ideally Chartered.
  • Candidates must have previous experience of working with HNW clients and will have a strong knowledge of Pensions and Investments, IHT, Protection and other, more complex FS products and services.

On offer:

  • This is an exceptional opportunity to take over an existing HNW client bank at a highly regarded firm of Financial Advisers.
  • You will receive a competitive basic salary of up to around £60,000, potentially negotiable depending on experience and qualifications
  • The income generated by the client book, annual reviews and new business, will help you to generate considerable business figures and an OTE of £100K per annum
  • Company benefits include Pension and all the usual benefits that you would expect; DIS etc