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Financial Planner and Partner

3 months ago

Liverpool, United Kingdom AMG Search Full time

AMG Search is currently looking for a Senior Financial Planner / Partner to join a major Wealth Management business.

  • As Senior Financial Planner / Partner will mentor and support your Financial Planner colleagues and manage your own portfolio of clients
  • You will effectively lead team of advisers to achieve their personal and team targets
  • The Senior Financial Planner / Partner 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 Senior Financial Planner / Partner 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 be considered for this outstanding Financial Planner / Partner 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
  • Knowledge and experience in pensions, investments, protection, taxation planning & trusts
  • You will have strong business development and mentoring skills
  • An ability to develop an existing high net worth client portfolio

Our client is a dynamic multi-award winning financial planning and investment company with over GBP55bn AUM and over 260 financial planners and 280 investment managers supporting clients across a network of 55+ offices in the UK

This is a unique opportunity to take a major step forward with your career and join this world class organisation.