Financial Planner - Large HNW Client Book provided

  • Location

    Beverley, East Riding of Yorkshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £60000 - £75000 per annum + Bonus and Benefits - 6 figure OTE

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald recruitment are currently working with a National Financial Planning organisation who are hiring in their East Yorkshire offices.

One of their Senior Financial Planner's is approaching retirement and therefore the business is keen to ensure that their clients continue to receive the same high levels of service that they have enjoyed for many years. Because of this, they are seeking a highly experienced and knowledgeable Financial Planner to take over one of the biggest and most profitable client books in the business.

The retiring Adviser will be working with you from day one, meeting clients and making personal introductions to ensure a smooth transition. They will also be on hand for the first year to answer any questions and assist with the handover.

The client book is typically HNW individuals and advice is holistic but mainly in Pensions, Investments, IHT, trusts etc, so candidates used to dealing with this level of client are required. Ideally you will be Chartered or working towards this level of qualification as a high level of technical knowledge is essential. You must be personable, a strong commuicator and be able to build trusting relationships with clients.

This is a fantastic opportunity to join a proven market leading organisation. A generous basic salary will be offered as well as 30% Bonus on all business written over a 3X Validation. With such a large client bank, a realistic OTE of 6 figures plus is easily achievable just by servicing existing clients.