Financial Planner - Specialist - Servicing role

  • Location

    Preston, Lancashire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000 - £65000 per annum + Car, Pension + Other benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1536_1557741775

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

  • Consultant:

    #

MB Fitzgerald recruitment are currently working with a leading Financial Planning business who operate in their own niche market to recruit an experienced Financial Adviser.

The company are specialists in providing financial advice to recipients of personal injury damages. This is a different type of advice, ensuring that the damages awarded will last a lifetime and typically involves areas such as periodical payments, personal injury trusts and bespoke investment planning.

One of their Financial Advisers, who has been with the business for many years, is looking to retire later this year and as such, the company are looking for an experienced Adviser to look after their clients. This will be a full client book and so this is a purely servicing role with no business development.

We are looking for an experienced Adviser who has the ability to understand a new way of thinking, as this specialist advice will be different to what they are used to (unless they have personal injury experience - we welcome this too!). You must be Diploma qualified as a minimum and ideally you will have further qualifications, although training in the area of Personal Injury advice will be provided upon joining. This will have the advantage of making you a specialist in this area of financial advice and will make you invaluable to the business.

Full Paraplanning and Administration support will be provided from the Preston office. The company are happy to support you with study towards further qualifications. You'll be provided with a phone, computer, a car allowance and expenses and the successful candidate will be rewarded with a generous salary and benefits package.