Financial Planner - Servicing Adviser - All clients provided

  • Location

    Beverley, E. Riding of Yorkshire, Yorkshire and the Humber, England

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £60000 - £70000 per annum + generous Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with a well established National firm of Financial Advisers who are looking to hire an experienced Financial Planner in Beverley. The vacancy is to replace a retiring Adviser who will be working closely with you for the first year in order to ensure clients are happy.

All clients are provided so there is no requirement for the candidate to bring acoss any existing business. The successful candidate will inherit around 220-250 clients with approximately 3-400K of recurring income. Historically, the business have had a Pensions bias and typically clients are Directors of SME's sourced via strong relationships with local accountancy practices. Most clients are retired or close to retirement. Business is much more evenly split these days between Pension and Investment planning but candidates will still need a strong knowledge of SIPP's and Pension Drawdown.

95% of clients are local, with the occasional Leeds based client, but the majority of meetings will be able to take place in their Beverley offices or if the client prefers, buy travelling to them locally. Because of this we are looking for a local candidate who will not have a long daily commute.

We are seeking a very experienced financial planner who is able to build strong business relationships quickly. You must be Diploma qualified as a minimum and ideally Chartered or working towards. A very attractive package is on offer including a basic salary of up to £70K plus a 30% annual Bonus on all business over a 3X Validation - total OTE is 6 figures.