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MB Fitzgerald
,
London, Greater London
Financial Planner
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Job Type: Full-time |
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Salary: £100,000 per annum |
Overview
We are currently working on an exclusive basis with one of the markets most prestigious Wealth Management businesses who are looking to recruit a high quality Financial Planner to be based out of their City of London offices. Their current requirement is for an experienced Financial Planner to join their business to service a high quality client book which is being left by a number of planners approaching retirement. These Advisers have had a long and prosperous careers and are leaving behind a book of over £50M which will require the highest level of client service. This is a very rare opportunity to join a leading business that is offering a large client bank which will pretty much make an Advisers career. There will be aspects of new business development working closely with in-house IM's but the primary focus is servicing this varying book of UHNW clients ranging from £2M to £30m of investable assets. In return for this exceptional client bank, the employer are seeking a high quality Chartered Financial Planner with experience dealing with clients at the top end of the market within an UHNW remit. Applicants will have 4 years experience in the market providing advice to private clients. The package on offer will be completely dependent on the successful candidate - range is from 70k -110k plus bonus and benefits. The final offer will depend on a candidates experience, qualifications and fit for the role.