Financial Planner - high calibre individual required

Recruiter
MB Fitzgerald
Location
London
Salary
50000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

One of the UKs most well respected wealth management organisations currently have a unique opportunity for an up and coming Financial Planner to work closely alongside one of their highest producing Senior Financial Planner

The role on offer will be for a confident, professional and ambitious individual to working alongside a Private Client Director who produced over £1.5M in fees last year. You will be tasked with taking on some of his lower level clients to start with but with a view to growing the book to in excess of 500k within three years. This will be achieved by having a close working relationship with the Investment Managers and will be working from their leads to provide holistic financial advice to clients which range from company Directors to multi-millionaire entrepreneurs.

Candidates will ideally be technically strong within all areas of financial planning, be working towards Chartered status and will already have experience (1/2 years) of provide advice within a Private Bank, Wealth Manager or HNW IFA. This could also potentially suit a CF30 Paraplanner.

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.