Financial Planner

  • Location

    Nantwich, Cheshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £60000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with well established and successful firm of Financial Advisers who are looking to hire an experienced Financal Planner.

The company have an excellent marketing and business development strategy which has created a bigger demand for their services than they can currently cope with. Because of this, they are looking for ambitious Financial Advisers to join the business and service these new clients.

This will be a fantastic opportunity for candidates to join a business who will help them to build their own loyal client bank. The company can support you with full administration and paraplanning services, helping you to focus on your client facing work.


Technical competency in all areas of financial planning including Protection, Investment, Retirement and IHT planning.

Ability to build lasting relationships, strong communication skills and a commitment to performance excellence.

Great work ethic with attention to detail. Working to deadlines and preparing thoroughly, willing to go the extra mile for clients.

What you'll need to succeed

A minimum of 3 years' experience working successfully as a Financial Planner, managing relationships and a portfolio of clients, with a proven track record of success.

You will be either chartered or working towards chartered status and as a minimum will hold the Level 4 Diploma qualification.