MB Fitzgerald are currently working with an award winning IFA practice to recruit an experienced Financial Planner for their team. One of the leading practices in the Noth-West, this company have been operating for around 10 years and have over £700M FUM.
Although already very successful, they are still highly ambitious and have plans to take FUM to over £1Bn and to double revenue to £10M. The role is suitable for an equally ambitious Financial Planner as you will be working alongside one of their top introducers who will set up meetings with HNW individuals such as sports or TV stars. It is expected that you should be able to write around £200K of new business by utilising these relationships.
You will also inherit a small HNW client book with approximately £100K recurring income.
Candidates should have knowledge of all financial products; Pensions, investments, protection, IHT etc. You must be Diploma qualified as a minimum and ideally Chartered or studying towards. Candidates must be proven business developers with at least 3 years experience of providing financial advice to HNW private clients.
Salary is negotiable depending on experience and qualifications. This is an exceptional opportunity to join a thriving practice in a key position. Full support will be provided towards further qualifications and ensure you succeed in your career.