Financial Planner - Leading Investment Management Organisation

MB Fitzgerald
12 Jan 2018
18 Feb 2018
Contract Type
Full Time

The Financial Planning Division of one of the UKs most well respected Investment Management organisations currently have a unique opportunity for a Financial Planner to join their team in Birmingham

This exciting new role will open up the company's offering to affluent individuals who may not yet have millions under management, but still require ongoing advice. This will allow the company to advise clients at an earlier stage and build long lasting relationships as their trusted advisor throughout their lives. Clients and professional introducers will be provided so you will have all of the tools to build a successful career.

Candidates will ideally be technically strong within all areas of financial planning, be Chartered or working towards Chartered status and will already have experience (ideally 3+ years) of providing advice within a firm of Financial Planners, ideally with HNW/ Affluent individuals. You must be personable and confident, with a proven ability to develop and maintain strong and effective client relationships.

This is a unique opportunity to work closely alongside and learn from one of the UK's highest producing Financial Planners within a leading brand name who can offer excellent long term earning potential.