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Financial Planner - Top tier Wealth Manager

Posted 13 March by MB Fitzgerald Easy Apply Ended

A top tier Wealth Management business with multiple offices in the UK currently require an up and coming Financial Planner to provide advice to an existing book of private clients.

This newly formed advice team is focussed on streamlined investment, pension and protection advice and is aimed at clients at the early stages of their financial advice journey with the aim of building long lasting relationships with their trusted FP throughout their lives. You will be responsible for providing advice to a range of clients, whilst contributing to the growth and profitability of the team.

The successful candidate will be qualified to Diploma level and holding Chartered status would be considered advantageous. You should have excellent technical attributes and a proven ability to build strong relationships with HNW individuals.

My client is a leading brand name and can offer genuine development opportunities within the UHNW advisory sector, a first class opportunity for a Financial Advisor on the upward curve of their career seeking to further their career in a HNW service focussed environment.

Required skills

  • IFA or Financial Adviser or Wealth Manager or Financial Planner

Reference: 34673854

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