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MB Fitzgerald
,
London, Greater London
Financial Planner
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Job Type: Full-time |
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Salary: £65,000 per annum |
Overview
A medium sized Wealth Manager based in the City has requirements for an experienced Financial Planner with gravitas to join their successful business. This business currently manages over £500M of client funds and has two fee earners bringing in revenue of £2M. Along with regular quality leads being passed on (three quality leads per week), my client has now exceeded capacity and need a high quality individual to come on board and service existing client and leads as well as helping to further develop new business. Typical clients will be City professionals with salaries in the region of 500k and investable assets of £3-4M - you must be comfortable with clients at this level. The MD is the owner and expects candidates to have the necessary motivation and drive to really take this client book to the next level. With the clients and leads on offer, he would expect your year three revenue to be in the region of 500k (recurring and NB) with earnings of between £150-200k. Candidates will be qualified to chartered level or close to. A first class opportunity for a motivated individual to join a stable, highly profitable business providing all the necessary tools for you to earn well into six figures.