Chartered Financial Planner - Top Accountancy Practice
MB Fitzgerald are currently working exclusively with the Financial Planning division of a prestigious Top 10 firm of Accountants. New plans for expansion in 2017 have created the requirement for a Chartered Financial Planner to be placed into their busy Birmingham office.
Business development 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 is already the most profitable division within this company and so there is a lot of Financial Planning business being passed across already. However, the Adviser currently tasked with servicing these clients is not based in the West Midlands and so they feel that the potential of the client bank is not being fulfilled. We are looking for a West Midlands based candidate who is well connected in the area.
You will be responsible for providing high levels of service to the firm’s 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 though this is not essential and good candidates from Restricted backgrounds will be considered.
You will be supported by a Sales Support Administrator and Paraplanner team leaving you to focus on developing business. As there is big potential for developing existing client relationships, bringing transferrable clients is not an essential requirement, although candidates that can bring clients with them will have an advantage. Candidates who are Chartered will also be preferred although those working towards will be considered.
This is a fantastic opportunity to join a top name in the market who put the client first. They will provide a competitive package and support to build your career within the company.