Financial Planner

2 days ago


West Midlands Region, United Kingdom mbf. Full time

**Financial Planner - West midlands, Flexible working - National Financial Planning & Investment Management organisation - Salary negotiable depending on experience and qualifications**

MB Fitzgerald are currently working with one of the UK's Largest Financial Planning organisations to recruit an experienced Financial Adviser to work in their busy West Midlands team.

This company are widely recognised as industry leaders and they are now looking to continue their growth plans which were held back slightly by the covid pandemic. This Financial Planner position sits within a well established team and will be supportedby an experienced an qualified back office team.

The role:

- As one of the UK's biggest and most recognisable Financial Planner's, this company are under-represented in the West Midlands and as such this is an exceptional opportunity to exploit a gap in the market.

**Requirements**:

- Minimum Level 4 Diploma Qualified
- Experienced Financial Advisor, ideally someone who has worked in the East Midlands for a number of years and has a network of contacts, such as professional introducers
- Those who are able to bring across an existing client book will have an advantage but this is not essential.

On Offer:

- They also have an excellent benefits package and offer a discretionary bonus based on performance (both personal and company) and KPI's.
- Full back office support to allow you to focus on meeting clients and networking
- Guidance and support from the area manager, dedicated to helping you succeeed
- Clients and new Leads from the company to help increase your performance levels
- Flexible working - no need to be in the office other than for a meeting once a week, however the office is there for you to work from if preferred


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