MB Fitzgerald is currently working with a leading Asset Management business to recruit for a Financial Planner to join their technology led Financial Planning team.
Our client is a global leader in Asset Management & Wealth Advice. Within their new technology led advice proposition, HNW individuals will be provided with advice across pensions & investments.
The advice will be mainly online but requires a Financial Planner to manage the client and answer any questions that they may have regarding the proposition and suitability of advice provided. This is essentially a farming / relationship manager advice role.
This role is at the forefront of technology led advice within the UK. You will be joining a fast growing team where you will be able to provide input into the advice proposition.
This role would suit a Financial Planner who is keen to have input into a companies advice process and is interested in relationship management within a technology led advice proposition.