Financial Planner - high calibre individual required

MB Fitzgerald
18 Mar 2017
17 Apr 2017
Contract Type
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.