Financial Planner

  • Location

    Heywood, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £55000 per annum + Bonus + Car + Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    11 months ago

  • Expiry date:


  • Consultant:


IFA - Successful Boutique Independent Financial Advisory Practice - Heywood - Clients provided - ££Negotiable plus Bonus, Car and Benefits

MB Fitzgerald Recruitment are currently working with a boutique firm of Independent Financial Planners who are financially stable and as busy as ever following the lockdown period. One of their Advisers is retiring and they are looking for an experienced IFA to take over a number of his clients as well as handling new enquiries and driving forward new business. The business are service orientated and have long standing relationships with many of their clients, providing Financial Advice on Pensions, Investments, Protection, Cash flow etc.

The company are looking for an experienced individual who will be able to convert leads into clients. They need somebody who is highly knowledgeable and who is able to communicate effectively with clients. The individual must be Diploma qualified as a minimum and should have 4+ years of experience in a similar role. If you can bring across clients that would be a fantastic advantage but that is certainly not essential.

This company have a small team so can offer the successful candidate an integral role in the company and a chance to really make a difference. There will also be opportunities for progression and personal development.

They will offer a competitive basic salary and bonus structure (with validation incorporating all fees; ongoing and new business). They also provide a car allowance and the usual benefits.