Financial Planner

Posted 20 June by MB Fitzgerald Easy Apply

A market leading Wealth Management business currently requires experienced Financial Planners to join their offices nationally. Due to continued growth and a number of high profile acquisitions, the business now has plans to grow significantly in 2017 and is seeking to employ high calibre Financial Planners around the country.

As a Financial Planner within the business, you will be required to provide holistic financial advice to HNW clientele on a day to day basis. Specialising in Investments and Pensions, you will have an in depth knowledge of the market and will ideally have experience within an IFA or Wealth Manager.

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.

You will be responsible for utilising the relationship with the professional introducers to source leads and clients and so you will need strong networking skills and an ability to educate non-regulated individuals to spot business opportunities for you. Nearly all of your clients will be found internally so this is about providing an exceptional level of service to the company's existing clients.

A very interesting opportunity at a true market leader. On offer is a Generous Salary and Benefits package plus bonus.

Reference: 31432835

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