Financial Adviser - London, United Kingdom - MB Fitzgerald

MB Fitzgerald
MB Fitzgerald
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client is currently seeking to recruit for a Financial Planner to join their London based team and take over an existing client portfolio.


We are working with leading Wealth Management business at present who seek to appoint a new Financial Planner to their team in London.

Our client is a global advice business with offices around the world and over $320b under advisement


This Wealth & Investments business is currently seeking to recruit a new Financial Planner, to join the business to take over the client base of an existing Financial Planner who is retiring.

This role will be to take over their entire client book.


The client base on offer has recurring income of £250,000 per annum and average client net worth within the portfolio is £300-400,000.

Advice will be across investments & pensions.


Our client is seeking an individual with 2+ years experience as a Financial Planner and who is Chartered or within two exams to join the team.

The person should be earlier on in their advice career and be eager to learn and develop.


The Package
Basic salary of up to £70,000

Bonus is based on a validation model and is paid on both new business and recurring income

Benefits include; Pension up to 12%, Life Assurance, DIS, Private Medical, Health Screening etc
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