Senior Financial Planner - Permanent Role
AMG Search is looking for an experienced Financial Planner on behalf of our esteemed client, located in Durham, Sunderland, Hull, Middlesborough and Newcastle to join their team. We are looking for a qualified financial adviser with knowledge and experience in the functions of Financial Planning, and the criteria needed to fulfil the role successfully.
Responsibilities:
- Provide consistently high-quality financial planning advice.
- Work diligently to build effective and trusting relationships with clients.
- Prepare reports, presentations and financial strategies.
- Work with a variety of stakeholders.
- Maintain up-to-date records of clients and their financial data.
Requirements:
- Diploma or Chartered Financial Planner.
- Extensive experience as a financial planner.
- Strong knowledge of systems and processes, as well as financial regulations and compliance rules.
- Excellent problem solving and communication skills.
- Reliable and able to work independently.
If you are an experienced financial planner looking for the next step in your career, please apply to this role and let us help you explore this unique opportunity.