Financial Planner - Client Bank Provided

MB Fitzgerald
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

We are currently working with a Top 100 firm of Chartered Financial Planners in the Manchester area to recruit for an experienced Financial Planner.

Their current requirement is for a Chartered Financial Planner to join their business to develop a client bank which is being left by an existing Adviser who has now left the company. This Adviser was progressing well and is leaving behind a client bank with £8M in assets under management as well as a steady stream of leads, but exceptional circumstances meant that he had to leave.

This is a fantastic opportunity to join a leading business that is offering an existing client bank. As a Chartered firm, they ideally require a Chartered Financial Planner with experience dealing with HNW clients, although experienced candidates studying towards Chartered or even Junior Consultants/ Senior Paraplanners who are highly qualified should still apply.

The company are focussed on the development of their staff and you will be given full study support to study for further exams as well as training on building your business and progressing as an Adviser.

The package on offer will be completely dependent on the successful candidate - salary to £45,000 + Bonuses + Benefits. The final offer will depend on a candidate’s experience, qualifications and fit for the role. Packages can be flexible to allow for more generous Bonuses or higher Basics etc.