Financial Planner - All clients provided

  • Location

    Milton Keynes, Buckinghamshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £55000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2155_1573054251

  • Published:

    12 months ago

  • Expiry date:

    2019-12-06

  • Consultant:

    #

We are currently working with a well known National group of Independent Financial Advisers who are looking to hire an experienced IFA to take over and service a book of clients.

The group is highly respected and have offices across the UK withover 150 staff. Their current requirement is for a Diploma qualified, experienced IFA to work with an established client bank which generates approximately £130K recurring fee income. There will be around 150 clients meaning that you will be expected to spend the majority of your time ensuring that these clients receive a first class service.

Candidates will not be required to bring a transferrable client book and will have very little target for developing new clients. This will suit an experienced Financial Planner who prefers servicing clients to business development.

You must be Diploma qualified as a minimum and should have experience providing holistic financial advice to private clients. Strong pension and investment knowledge will give you an advantage.

The company will pay a competitive package and bonus in order to secure the right candidate.