AMG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group.
- As a Financial Planner you will be joining an ambitious and fast growing business.
- New owners have big plans through growth and expansion.
- You will be a Financial Planner with your own client portfolio of c £30 m+ that will follow you and for which you will be handsomely rewarded (covenant periods will be honoured)
- Our client will pay above market for the right people – nothing off the table!
- Partnership and equity stake in the business offered with significant six figure potential.
- All Admin and paraplanning support provided.
- Can be based anywhere in Scotland.
To be considered for this outstanding Financial Planner opportunity you will need the following skills and experience:
- You will be at least Diploma/Dip PFS qualified and ideally be a Chartered Financial Planner or progressing towards.
- You will have a personal portfolio of clients, £30m+.
- You will have very strong client relationship and business development skills.
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts.
Our client is a modern, dynamic and fast growing private wealth and investment group with 400 employees.
- £20bn of client assets with plans to grow to £50bn.
- Clients include individuals, business owners and professional partners and families.
- Financial planning is front and centre of future strategy.
Is this you? This is a unique opportunity to take a major step forward with your career and join this outstanding organisation.