MB Fitzgerald are currently working on an exceptional opportunity for an experienced Financial Planner to join a well established firm of IFA's in Macclesfield. The successful candidate will inherit a highly profitable Client Bank from a retiring Financial Adviser and will be responsible for servicing and developing these HNW Clients.
This business currently have 4 Financial Advisers, some of whom are also Directors, an Operations Manager and 5 staff in the Technical/ Back Office team. The role is replacing a long-serving employee who is retiring next year. He will be on hand to ensure a seamless transition with the handover of these clients.
Due to the nature of the HNW client bank, the business are looking for a knowledgable, very experienced Financial Planner. You must have experience of providing investment and pension advice to HNW individuals as well as other areas such as protection, trusts etc. You MUST be Diploma Level 4 Qualified as a very minimum and candidates who have studied towards the Advanced Diploma will have an advantage.
The candidate will be tasked with servicing the existing HNW clients, but lower level clients will be handed to a Junior Consultant. Because of this, it will be expected the the successful Adviser has time to source new clients for the business, or to transfer some of their own, existing clients.
This is an excellent opportunity for an experienced Adviser who is looking for a long-term opportunity. There will be a competitive basic salary depending on experience and qualifications and a generous Bonus scheme will be in place.