Financial Planner - Leading Investment Management Organisation

MB Fitzgerald
From £50,000 to £60,000 per annum Plus excellent benefits and Bonus
30 Sep 2017
03 Nov 2017
Contract Type
Full Time
One of the UK's leading Wealth Manager's currently requires an experienced Financial Planner to join their team in the North-West. Working closely with the company's Discretionary Fund Managers, you will be responsible for developing Financial Planning business from their existing clients. Because of this, there will be no requirement for candidates to bring existing clients with them, although it will be possible for them to do so if they wish. The Financial Planning offering has already been very successfully introduced in their London Office and is the fastest growing department in the organisation.

The organisation work at the higher end of the market and their clients typically have £1M+ of Assets to invest. We are looking for candidates who have had previous experience dealing with HNW individuals. The advice you will be providing will be holistic; typically Pensions and Investments but also IHT, Tax Planning, Offshore Bonds, cashflow modelling etc. Candidates must have a strong, all round knowledge of Financial Services products.

Candidates should be experienced Financial Planners and must have a 'business development mindset'. You will be a motivated individual, using the relationships with the Investment Managers as your professional introducer's. Therefore, candidates with strong networking skills and those who have previously worked with Investment Managers or Accountants will have very relevant experience. You should be Diploma Qualified as a minimum and those who are Chartered or studying towards will be preferred.

This is a fantastic opportunity to join a truly exciting project at a leading HNW Wealth Management Organisation. You'll have unlimited access to a previously untouched client base and will be an important part of the company from day one. A market leading salary and benefits package as well as a generous bonus will be provided to the successful candidate.

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