Financial Planner

  • Location

    Northampton, Northamptonshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £65000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2900_1623228804

  • Published:

    15 days ago

  • Expiry date:

    2021-07-09

  • Consultant:

    David Everingham

Financial Planner - Northampton - All Clients Provided - Salary negotiable up to £65,000 plus bonus and benefits

MB Fitzgerald Recruitment are working closely with a well established firm of Independent Financial Advisers who currently have a vacancy for an experienced Financial Planner to join them.

A boutique company managing approximately £100M FUM, this business are able to provide the successful candidate with a full book of existing clients to work with. You will be tasked with servicing these clients and looking for new business opportunities. The team currently has 2 other Financial Advisers, one of whom is considering their retirement plans in the not so distant future. They also have 2 experienced Paraplanners, an Administrator and an Operations Manager.

We are seeking an experienced Financial Adviser with a strong knowledge of all financial products and services. The candidate must have at least 2 year's experience of providing fee based advice to private clients in the UK. Ideally you will be from an Independent background although this is not essential. You must be Diploma Level 4 qualified as a minimum and ideally will be able to demonstrate your knowledge by having passed further qualifications towards the Advanced Diploma.

Salary is dependent on the experience of the candidate. The business will also offer a bonus scheme and benefits package which will be under review and so is also negotiable.

This is a fantastic opportunity for an experienced Financial Adviser who is looking for clients to work with and an employed package. As part of their succession planning, there will be opportunity to progress within the company in the future.