Financial Planner - Leading National IFA - Birmingham

Accountancy Divisions Limited
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Financial Planner - Leading National IFA - Birmingham

£50,000 - £70,000 per annum

Birmingham, West Midlands

Are you a Financial Planner seeking a more progressive and supportive firm? Would you like to benefit from a national presence and the backing of the firm’s wider financial services group?

Financial Divisions are currently working with a leading national IFA that are undergoing a period of strong results and consequent growth. The firm require a Financial Planner to join their Birmingham team to focus on expert holistic financial planning for their HNW private clients across a varied range of products and platforms. The role does not require you to bring a client bank, but the firm would expect you to be a strong business developer and networker and be able to actively go out and win new business. The firm can offer support and leads through the wider group and legacy clients.

As Financial Planner you will ideally be a Chartered Financial Planner (Level 6/7) or be close to becoming chartered. You have experience working as a Financial Planner in an advising role and be able to demonstrate a track record of successful business development, client growth and retentions and strong relationship building skills. For immediate consideration please contact Mark Flannery at Financial Divisions