Financial Planner

  • Location

    Nottingham, Nottinghamshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £50000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2590_1600338470

  • Published:

    about 1 month ago

  • Expiry date:

    2020-10-17

  • Consultant:

    #

Financial Planner - Nottingham - HNW Boutique Financial Planning business - Salary negotiable depending on experience and qualifications - £35,000 to £50,000 plus Bonus and Benefits

MB Fitzgerald are currently working with a forward thinking Financial Planning business who are looking to continue their growth by adding an additional employed Financial Planner to their team. The role is suitable for a Diploma qualified Financial Planner with a minimum of 1 years experience of providing holistic financial advice and plans to private clients.

Due to continued organic growth, the company's advisers are now at capacity and as such the company will be able to provide a client book for the new adviser to work with from day 1. They will also benefit from being the first point of contact for all new enquiries to the company in order to help them develop their client book further. As you will be dealing with clients straight away, the company requires an experienced Planner with excellent, well-rounded knowledge of all financial products. As a member of a large network, the company still benefits from being able to offer Final Salary Pension transfers to their clients, so any Adviser with relevant qualifications may be interested in using those skills at this company.

The company currently has 3 registered Advisers as well as an experienced Administration and Paraplanning team offering highly efficient, full back office support. This will ensure that you can spend your time meeting clients and developing new business.

Candidates MUST be qualified to level 4 as a minimum and have recent experience in a similar role within a firm of Financial Planners. The role could be suitable for an experienced Adviser looking for a new home or someone at the start of their Advising career (1 year+ of experience) that could benefit from advice and guidance that the company directors' are willing and able to provide.

Salary will be negotiable depending on experience and qualifications