Financial Planner

7 days ago


Croydon, United Kingdom MB Fitzgerald Full time

A leading independently owned Financial Planners with offices based in Croydon currently have the requirement for an experienced Financial Planner to join their fast growing team. This role has scope to be 90% remote.

Our client has appx £500M client funds under management, they provide holistic Financial Planning services to HNW individuals and corporate clients throughout the UK. They are now seeking to recruit an experienced Financial Planner to help service and further develop a book of HNW clients, clients you will be dealing with will have upwards of £400k investable assets and would be spread acrosss the UK but with he majority being South East based.

You will not need a client bank as all clients and leads will be given to you. You must have at least four years' experience working as a Financial Planner and will have a proven track record providing high levels of Advice. Ideally you will be Chartered status, however the client will consider Advisers who are working towards this.

You will be provided with full Paraplanning and Administration support from an office based team, this will allow you to spend more time with your clients.

In return, you will be working for a genuine top tier organisation who can offer a first class working environment, highly competitive salary and clear bonus structure with an OTE well above £100k plus benefits.


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