Independent Financial Adviser

  • Location

    Huntingdon, Cambridgeshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £70000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2171_1573748811

  • Published:

    about 1 year ago

  • Expiry date:

    2019-12-14

  • Consultant:

    #

MB Fitzgerald recruitment are currently working with a highly respected firm of Chartered Wealth Manager's who are looking to recruit an additional Adviser. This company are a true Wealth Manager with most of their business being investment lead.

The role has come about due to the continued growth of the business and the company will be able to provide the successful candidate with a small client bank to service and regular new client leads. However, we are searching for an Adviser that enjoys business development and will be able to source some new clients through their own network.

Candidates must be experienced Financial Advisers with a strong knowledge of Pensions, Investments, Protection etc. You will be Diploma qualified as a minimum although candidates who are Chartered or studying towards this will be preferred. Those who have previous experience dealing with more complex products such as EIS, VCT's, SIPP's etc will have an advantage.

The company have around 20 staff including a business development team, Paraplanning & Administration team and Investment team who design and run portfolios. They have won multiple awards and are a top 100 IFA firm. They are offering a generous package including basic salary, pension, DIS, Health cash plan, study support and bonus.