MB Fitzgerald are currently working with a reputable wealth management business based near Epsom, Surrey. Our client is a very well-established business providing holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life based in the South-East. The successful candidate will be qualified to Diploma level and working toward achieving chartered status and a minimum and will have a least 2 years' previous experience working in a Financial Planner capacity. The successful candidate will ideally have a good knowledge of using Voyant software and have completed AF7.
A great opportunity for an IFA who is now looking to take the next step in their career.
They are offering a competitive salary (negotiable dependant on experience) plus bonus and benefits.