Financial Planner

MB Fitzgerald
Taunton, Somerset
14 Jul 2017
13 Aug 2017
Contract Type
Full Time

MB Fitzgerald are currently working with the Financial Planning arm of a prestigious firm of Chartered Accountants. Due to a steady increase in business levels the company is looking to add an additional Financial Adviser to join their team in Somerset.

They are looking for an experienced Adviser that can provide a high level of service to the clients and drive new business. You will be given introductions to both clients & professional introducers but you will also need to do your own business development from time to time.

Ideally you will be Chartered although candidates who are Diploma qualified with strong market experience will also be considered. You should have a proven track record as a Financial Adviser, ideally within the South West of England.

You will be supported by a team of Paraplanners and Administrators, this will allow you to spend more time with your clients.

This is a fantastic opportunity to join a growing business. They will provide a competitive package and support to build your career within the company.