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Financial Adviser - National FS Group - Bletchley, Buckinghamshire, United Kingdom, MK1


MB Fitzgerald are currently working with a forward thinking, National firm of Chartered Financial Planners to recruit an experienced Financial Adviser in the Bedfordshire area. This company have an exciting, digitally-led proposition and are recognised by clients for the high quality service they consistantly provide.

This particular vacancy is an exceptional opportunity for a high quality Financial Planner seeking to provide a first class service to an existing book of HNW Private Clients. A Chartered Practice based close to Milton Keynes is currently in the market for a Senior Financial Planner to assist with the transitioning of a loyal, HNW book of private clients.

You will be providing the highest level of service to a loyal book of 80-100 HNW clients with average investable assets ranging from £400k-2M appx. Two of the Senior FPs within the business are also due to retire over the course of next few years and they require an experienced hand with market gravitas to help make the client transition as smooth as possible.

This is an excellent opportunity to work for a highly respected business offering a first class working environment. Candidates must be Diploma Qualified as a minimum and ideally you will be working towards Chartered. The company will be able to offer plenty of opportunities for progression as well as an element of flexible working.