Financial Planner

  • Location

    Bolton

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £45000 per annum + plus Bonus plus Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3722_1658759247

  • Published:

    26 days ago

  • Expiry date:

    2022-08-24

  • Consultant:

    David Everingham

Financial Advisor - ALL CLIENTS PROVIDED - Manchester/ Bolton - Salary £40-45K (2.5X Validation plus 60% Fee split thereafter) Plus benefits

MBF are currently working with one of our trusted clients, a well established firm of Financial Advisors based in Bolton, who are looking to recruit an additional Financial Advisor to service an existing book of private clients.

The role:

  • The company have around 250 clients available for this new advisor to take over, with the majority of business being Pensions, Investments, IHT.
  • The company have a dedicated appointment booking team and so the majority of your client meetings will also be booked into your diary, meaning that you can concentrate on preparation for and delivery of the meetings.
  • Thereafter you will be supported by the company's experienced Paraplanning and Administrative team who will deliver on your findings and recommendations.

Requirements:

  • We are looking for an experienced Financial Planner who has shown stability in their previous career history. Candidates must be Diploma qualified.
  • This is the ideal role for an experienced Financial Planner who is not getting the right support from their current firm in terms of clients/ leads and administration or Paraplanning.

On offer:

  • On offer is a competitive basic salary of around £40K plus a generous bonus structure of 60% of fee income generated after a 2.5x validation. Current advisors at the business are writing between £175-250K of fees per annum so it is clear to see the potential.
  • On top of this, you will also be provided with a Pension and car allowance.
  • The company work flexibly meaning that realistically candidates could be based anywhere in the Manchester/ Greater Manchester area