IFA - Wealth Planning Manager
MB Fitzgerald are currently working closely 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 their team in Glasgow.
The role will involve networking internally with the Accountants, teaching them how to spot business opportunities for you and pass you leads. The Financial Planning side of the business has been up and running for several years now so there is a lot of Financial Planning business being passed across already.
You will be responsible for providing high levels of service to the firm's existing clients and Advising on Pensions, Investment, Protection, Mortgages etc. The firm use Cash flow modelling so knowledge of this would be useful. Ideally you will be from an IFA background and will have an existing network of professional connections that will help you to develop more new clients.
You will be supported by an Administrator in the office and Paraplanning support will also be provided from the company's head office.
This is a fantastic opportunity to join a growing business who put the client first. They will provide a competitive package and support to build your career within the company.