Independent Financial Adviser - Bath, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Bath, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Mbf are working with a fully independent and highly successful financial planning practice who are seeking to recruit an additional Independent Financial Adviser.

The business provides holistic financial advice to HNW & UHNW clients across the UK, they only work with clients with upwards of £450K AUM.

The company has grown considerably over the past 5 years and they have ambitious growth plans for the medium
- and long-term future.

They are now looking to recruit another IFA who will join the already successful advisory team.

In this role you will be expected to convert high quality leads, develop business and take on some of the companies existing clients.

The Managing Director is looking to give away around a third of their personal client bank to the incoming adviser, this will allow the MD time to focus on growing the company and developing further business.

You will be passed around 30 clients with the average FUM of £750K+.

To be considered you should be a professional Financial Adviser who has proven expereince within a similar role. You must be Level 4 qualified and any additional exams towards Chartered would be an advantage.

You will be provided with first class Paraplanning, Administration & Compliance support which will allow you to focus on your clients.

The client is offering a basic salary to £100,000 + bonus (1x validation) and good company benefits.

This is a fantastic opportunity for an experienced Financial Adviser who is looking for a new challenge within a forward thinking and growing business where you can have a long term and profitable career.