Financial Planner

  • Location

    West Yorkshire, England

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000 - £60000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2654_1604939801

  • Published:

    24 days ago

  • Expiry date:

    2020-12-09

  • Consultant:

    David Everingham

Financial Planner - Home Based, Yorkshire - Exciting new project with huge financial backing - Employed plus Bonuses

MB Fitzgerald Recruitment are currently working with a Financial Planning business who seek to expand their UK operations with the recruitment of a new IFA.

Our client has huge financial backing to create a new wealth management service in the UK. Their goal is to acquire a number of advisory businesses across the UK with the view to providing holistic financial advice to a portfolio of HNW clients. Their CEO built one of the UK's largest and most highly regarded wealth management businesses, before selling it in the past couple of years.

Our client have recently made the first of a number of planned acquisitions (a South-East based firm of Chartered Financial Planners) and they are also in the process of acquiring a IFA businesses in the North West South West. When you consider the financial position that this company are in, alongside the experience of the team behind the money, you can see that it is a very exciting project to be involved with at such an early stage, offering plenty of opportunity for progression!

Our client now seek to recruit for a Financial Planner to be home based. As they are a growing business looking to bring on new clients, they are looking to recruit for a dynamic Financial Planner who views themselves as a hunter or a business developer. They are not seeking a 'farmer' who is only looking to service clients that they are passed. Bringing a transferable book of clients would be an advantage, although this is not essential, but all applicants must be confident in their ability to develop new business and bring new assets on board.

Candidates MUST be Diploma qualified as a minimum and should have experience of providing fee based financial advice to private clients in the UK

Package will be negotiable dependant on the successful candidate's skills & experience. They will offer a competitive basic salary plus bonus based on a validation plus benefits