AMG Search is currently looking for a Financial Planner & Director to join a major Wealth Management business.
Outstanding package – salary, bonus, benefits.
- As Financial Planner & Director you will mentor and support your Financial Planner colleagues and manage your own portfolio of clients
- You will effectively lead a team of advisers to achieve their personal and team targets
- The Financial Planner & Director will be responsible for leading a team that delivers comprehensive financial planning and wealth management advice
- You will also be given some clients that you can then develop and complement with your own clients/connections
- The Financial Planner & Director will be responsible for ensuring the building and development of trusted relationships with new and existing clients
- Full paraplanning support will be given to help you and your team to provide an excellent service and spend time with your clients
- Flexible working between home / office
To be considered for this outstanding Financial Planner & Director opportunity you will need the following skills and experience:
- Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
- You will be a senior Financial Planner or manager who can come in at a senior level and also lead/manage a small team of advisers
- Expertise in dealing with high net worth clients
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts
- You will be well connected (clients/introducers) and yoy will have strong business development and mentoring skills
Our client is a dynamic multi-award winning financial planning and investment company with over £62bn AUM and over 260 financial planners and 280 investment managers supporting clients from a network of 55+ offices across the UK.
This is a unique opportunity to take a major step forward with your career and join this world class organisation.