Financial Planner

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2472_1596462870

  • Published:

    about 2 months ago

  • Expiry date:

    2020-09-02

  • Consultant:

    #

Financial Planner - Manchester - Clients Provided - Live vacancy - Salary to £50K plus Bonus and Benefits

MB Fitzgerald are currently working with a growing firm of IFA's who specialise in providing independent financial advice to HNW private clients and businesses. They are a growing business and are ready to launch the next phase of their growth plan by adding an experienced Financial Planner to their team.

The successful candidate would inherit a client book of around £5M+, incorporating some of the CIO's clients along with some which they have recently acquired. However, the company are looking for a dynamic individual who can grow this client book; a 'hunter' who would be able to develop new clients and convert new leads coming in.

The business have a small team of experienced support staff who would be able to provide administration and paraplanning services ensuring that you can focus on meeting with clients.

We are looking for someone with at least 2 years of previous experience as an Independent Financial Adviser. You MUST be Diploma qualified as a minimum and should have an excellent knowledge of all financial services products. Candidates should have excellent communication skills and an exceptional work ethic in order to fit in with this hard working environment.

They are offering a salary of up to £50k plus Bonus paid monthly and based on 3x salary validation. Advisor will receive 35% of revenue as a bonus over this hurdle.