Financial Planner - East Midlands - £45k to £50k

£45,000 - £50,000 yearly
  • MW Recruitment LTD
  • Leicestershire, UK
  • 12/11/2018
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

MW Recruitment is delighted to partner with a Chartered Financial Planner who are expanding following record growth exceeding all targets and expectations. This is an exciting time to join a firm with an enviable reputation for excellence and innovation.

Duties will include:

  • Provide financial planning advice to a diverse range of private and commercial clients
  • Identify and develop new advisory opportunities with prospective clients
  • Ensure that clients’ portfolios fit with their requirements and optimises their investment goals
  • Offer a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles.
  • Develop relationships nationally with intermediary channels, generating new flows of inbound client business to distribute across the group.

This would be ideal for a Financial Planner/Wealth Manager Level 4 qualified, who is seeking a step up in their career, looking to develop their own client base with a sophisticated business model and market offering.

 For more information please contact Maz Matin on or call 0207 199 6263

• Please Mention Financial Planning Jobs when you apply