Financial Planner - Leeds, United Kingdom - MB Fitzgerald

MB Fitzgerald
MB Fitzgerald
Verified Company
Leeds, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Financial Planner - Leeds - Full client book provided - Salary negotiable to £50,000 - Plenty of opportunities to progress
MBF are currently working with a well established, boutique firm of Wealth Managers who are looking to recruit a Financial Planner for their team in Leeds


The role:

  • Your responsibility will be to service these clients, spotting opportunities for new business and ensuring that their portfolio is performing as well as possible.
  • There will be a mix of clients with all sorts of requirements, but with a bit of a Pension bias
  • The company are dynamic and hard working. There will be plenty of opportunities for progression within the business. They are keen to find someone who is willing to immerse themselves in their culture, learn from the Partners and prove themselves as the future of the business. Equity and Partnerships are options for the future, based on performance
  • You'll be supported by experienced Administrators and Paraplanners, as well as a team of appointment makers

Requirements:


  • Ideally you will already have experience as a Financial Advisor and are looking for a company who can give you the resources and environment to help you succeed
  • Strong knowledge of Pensions, Investments etc
  • Excellent communication skills
  • The company will consider a Trainee, but ideally this person will have some client facing experience already (salary and duties may differ)

On offer:

  • Competitive starting salary of up to £50,000
  • Bonus based on new business generated
  • Benefits including; Pension, DIS, PMI, Flexible Benefit Options etc
  • Study support
  • Genuine progression opportunities and Equity Options
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