Financial Planner and Partner

4 weeks 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 £55bn 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

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