Financial Planner

  • Location

    Norfolk, England

  • 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:

    BBBH2748_1610970012

  • Published:

    5 months ago

  • Expiry date:

    2021-02-17

  • Consultant:

    ConsultantDrop

Financial Planner - East Anglia/ Remote Working - National Independent Financial Advisers - Client book provided - up to £50K plus bonus and benefits

MB Fitzgerald are currently working with one of the UK's biggest firms of Independent Financial Advisers who are looking to recruit an experienced Financial Planner in East Anglia. Your role will be to service and develop an established book of clients, working alongside a dedicated Paraplanning and support team to provide holistic financial advice.

Candidates MUST be Level 4 Diploma qualified and must have experience of providing fee based financial advice in the UK. You should have a strong knowledge of all financial services products and a proven record in this sector including; good business figures, excellent client retention and compliance record.

You will be introduced to your client book from day 1 so there is no requirement for candidates to bring across their own clients. However, the successful candidate must be able to review the client book and spot further business opportunities as well as developing new business through referrals and introducers.

Candidates will enjoy a basic salary of up to £50,000 plus company benefits and a bonus related to performance. The company are also happy to support you with studies towards further qualifications.