Financial Planner

MB Fitzgerald
05 May 2017
04 Jun 2017
Contract Type
Full Time

An excellent opportunity has now arisen for an experienced Financial Planner to join a well-established and highly respected Accountancy Practice in the Thames Valley.

Working within the existing financial planning department, the role on offer will be for a confident, professional and ambitious individual to take on some of the companies most affluent clients.

You will be working closely with the partners of the practice to generate both private client and corporate client referrals. You must have a strong sales record and ideally have experience of working with professional introducers. You will benefit from a team based environment with admin and para-planning support provided.

Depending on the clients requirements you will be required to advise on such areas as:

  • Private Client Investments
  • Pensions and retirement Planning
  • Tax planning
  • Employee benefits
  • Mortgages
  • Protection arrangements

This is an attractive long term opportunity to work within a well-established business who can provide the perfect environment for you to maximise your earning potential.