Experienced Financial Planner - Full HNW Client Bank Provided
- Recruiter
- MB Fitzgerald
- Location
- Manchester, Greater Manchester
- Salary
- £50,000 per annum
- Posted
- 09 May 2019
- Closes
- 08 Jun 2019
- Ref
- 1137561779
- Job role
- Accountant
- Sector
- Accounting - Public practice
MB Fitzgerald Recruitment are currently working with a well known Manchester based firm of Financial Planners who are looking to recruit an experienced Financial Planner.
The role will be working alongside a partner firm of Chartered Accountants, servicing and developing an existing book of HNW clients which currently is producing around £250K recurring fee income. Due to the level of quality leads that will be provided, the last Adviser to work at the business also wrote very good new business figures and so there is potential for high earnings in this role.
We are looking for an experienced Financial Adviser who is Diploma Qualified as a minimum and ideally Chartered. Candidates must have previous experience of working with HNW clients and will have a strong knowledge of Pensions and Investments, IHT, Protection and other FS products. Those who have previous experience dealing with Accountants and other introducers would have an advantage although this is not essential.
This is an exceptional opportunity to take over an existing HNW client bank at a highly regarded firm of Financial Advisers.
The role will be working alongside a partner firm of Chartered Accountants, servicing and developing an existing book of HNW clients which currently is producing around £250K recurring fee income. Due to the level of quality leads that will be provided, the last Adviser to work at the business also wrote very good new business figures and so there is potential for high earnings in this role.
We are looking for an experienced Financial Adviser who is Diploma Qualified as a minimum and ideally Chartered. Candidates must have previous experience of working with HNW clients and will have a strong knowledge of Pensions and Investments, IHT, Protection and other FS products. Those who have previous experience dealing with Accountants and other introducers would have an advantage although this is not essential.
This is an exceptional opportunity to take over an existing HNW client bank at a highly regarded firm of Financial Advisers.