Financial Planner - Clients Provided - East Midlands/ Field Based
MB Fitzgerald recruitment are currently working with a professional firm of Independent Financial Advisers who are looking to add an experienced Financial Planner to their team. Having recently acquired a highly profitable book of clients, the business are looking for an experienced IFA to service these, ideally bringing with them a few of their own clients to supplement this income.
From day one you will inherit a client book with approximately £200K of recurring income. This income is mainly investment focused as the previous adviser rarely offered Pension advice and did very little new business, so there is plenty of opportunity to maximise the potential of these clients. There are around 140 clients and so this will keep your diary busy, but ideally you will be able to bring across a number of your own clients which will prove your ability to build strong relationships.
You will be providing holistic financial advice, generally using the company's model portfolios, so the company are looking for an experienced individual with strong knowledge of all financial services products. You must be Diploma qualified as a minimum and will have at least 10 years experience in a Financial Planner position.
The company is at an exciting time in their development; already highly profitable but with big plans for growth over the next 5-10 years and well-placed financially to do so. They can offer an attractive package in order to find the right candidate for this role and will offer full support in terms of Paraplanning and Administration, ensuring that you can focus your time on meeting clients.