Financial Planner - Leading National Wealth Manager

  • Location

    Preston, Lancashire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £50000 - £60000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with the Preston office of a leading National Wealth Management Organisation who are looking to hire an experienced Financial Planner to take over and develop a HNW Client bank.

One of the company's Advisers has recently moved on to change career and because of this there is a book of around 20 HNW private clients that will be passed to the successful candidate from day 1, with recurring income of around £100K. The are looking for an ambitious adviser who can use this as their foundation and develop new business, aiming to write around £300K+ in the coming years.

The business are also the sole provider of Financial Advice to a top 10 Accountancy Practice and regularly count top sports stars amongst their clients.

The successful candidate will be qualified to Level 4 Diploma as a minimum and ideally you will have studied for Advanced Diploma qualifications. You must be an experienced Financial Adviser and will be personable and professional with the ability to deal with HNW individuals. There is no requirement for you to bring clients with you although those with experience of developing business through professional introducers will have an advantage.

On offer is a competitive salary and an excellent bonus potential as well as the opportunity to progress at one of the UK's top Financial Planning Organisations.