AMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners..
- The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop.
- You will also receive high calibre leads and introductions with a particular professional group
- Based in Edinburgh, Perth or Stirling areas – must be accessible for office in Edinburgh.
- You will be part of highly successful and busy team and you will provide your clients with advice in Pensions, Investments, taxation planning and Protection.
- Full paraplanning support
- Generous package and exceptional earnings remuneration plan and earnings potential
To be considered for this excellent Financial Planner role, you will need the following skills and experience:
- Diploma (Dip PFS/Level 4) qualification and CAS authorized.
- Knowledge and experience in Pensions, Investments, taxation planning and Protection.
- Proven experience as a successful Financial Planner or looking to take that next step from Associate Adviser
- Evidence that you can build and develop successful client relationships.
- You want your earnings to reward your effort.
Join our client as an Financial Planner and you will be part of a highly successful and respected financial planning firm.
- Established in 1988, our client was one of the first 100 Chartered firms in the UK
- It is now one of Scotland and the UK’s leading financial services businesses and
- Currently advise on over £420million of clients’ assets.
- Beautiful offices in Edinburgh city centre
An outstanding opportunity with an outstanding firm!