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Financial Planner - Leading Wealth Manager - City, Birmingham, United Kingdom, B1


MB Fitzgerald are currently working with a leading Wealth Management group to recruit for an experienced Financial Planner for their Birmingham office. You will inherit a book of HNW clients and will be tasked with servicing and developing this client bank.

As well as having existing clients to pass on, there has recently been a change within the business that has resulted in large growth potential within their financial planning function………….Until recently, the Financial Planner had been paired with the Accountancy side of the business who have been passing on regular, good quality leads. The business now see more opportunity for new business by paring the FP arm with the Investment Management arm who manage client funds of almost £20Bn.

This role will focussed on providing a high quality service to existing clients as well as developing in-house relationships with IMs to further develop and grow the book. of clients. Candidates will need to be technically sound as well as being proven business developers, able to work independently as well as part of a team……this is predominantly a servicing role but there will be elements of developing new business, as explained above.

Candidates must be Diploma Qualified as a minimum and should be experienced Financial Advisers. Ideally you will have previous experience of working alongside Investment Managers or Accountants, although this is not essential.

On offer is a generous salary plus benefits which include; bonus, an excellent company pension (if you put in 3% they put in 8%), PHI, Life cover. 25 days holiday (you can buy and sell days too) plus other flexible benefits.

This is a fantastic opportunity to join a true market leader.