MB Fitzgerald are currently working on an exclusive basis with a Major international Financial Services Organisation to seek a Chartered Financial Planner. The candidate will be working within this Employee Benefits & Actuarial specialist to promote the Financial Planning offering to their existing clients.
The role will be developing clients in the city and surrounding area. You will need to be proactive, teaching staff in other areas of the business how to spot business opportunities for you, growing your Network within the firm. Nearly all of your business will be sourced internally and will consist of Directors and other Senior Employees of their corporate clients, so networking within the business will be very important.
You should have a strong knowledge of Pensions as there will be a lot of pension business and ideally all candidates will be Chartered as a minimum. Salary is around £85K plus 20-25% bonus plus Pension though this is negotiable depending on experience etc. No transferrable client bank is required but you will need to be motivated to develop your own leads internally.