Financial Planner - Fin Tech

  • Location

    City of London, London

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £80000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2387_1582541094

  • Published:

    about 1 year ago

  • Expiry date:

    2020-02-23

  • Consultant:

    #

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.