MB Fitzgerald are currently working closely with the Financial Planning Arm of a prestigious, top 10 firm of Chartered Accountants. This company are looking for an experineced Financal Planner to take over and develop an existing book of clients in the Birmingham area.
The role will involve networking internally with the Accountants, helping them to spot business opportunities for you and pass you leads. The Financial Planning side of the business has been up and running for several years now so there is a lot of Financial Planning business being passed across already. The role does not require any existing transferrable client bank as plenty of clients will be available.
You will be responsible for providing high levels of service to the firm's existing clients and Advising on Pensions, Investment, Protection, Mortgages etc. The firm use Cash flow modelling so knowledge of this would be useful. Ideally you will be from an IFA background and will have an existing network of professional connections that will help you to develop more new clients. Candidates who have experience of Financial Planning within HNW teams at Banks or Restricted Financial Planning businesses are also looked upon favourably. You must be Diploma qualified as a minimum but ideally will be Chartered or studying towards.
You will be supported by an Administrator in the office and Paraplanning support will also be provided from the company's head office.
This is a fantastic opportunity to join a growing business who put the client first. They will provide a competitive package and support to build your career within the company.