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Financial Planner

4 months ago

Dundee, Dundee City, United Kingdom MB Fitzgerald Full time

Financial Planner - National Financial Services Organisation - North-East Scotland - £50K plus Car plus Bonus and Benefits (£75K OTE)
MBF are currently working with a leading UK based Financial Services organisation who are looking to recruit an experienced Financial Planner to work with their clients across North-East Scotland (Dundee to Aberdeen)

This company specialise in providing Financial Advice to medical sector professionals and have a fantastic, highly recognisable brand.

The role:

  • This particular role will be to take over a region which has been well serviced by a longstanding employee who is looking to retire from the business. Upon joining, you will inherit their network and client book
  • You will be provided with specialist training on NHS Pensions and other specialist knowledge
  • You'll work with a team who will help you to generate appointments and leads as well as networking yourself, ensuring that you can meet new business targets
  • You'll need to analyse a client's situation and agree appropriate financial solutions

Requirements:

  • We're looking for an experienced Financial Advisor.
  • Strong knowledge of Pensions, Protection and Investments

On Offer:

  • Competitive basic salary of around £50K
  • Great company benefits and car allowance
  • Generous, performance related bonuses (OTE of £75,000/ annum)
  • Great opportunities to progress within a leading organisation