Senior Financial Planning Advisor

2 weeks ago


Edinburgh, United Kingdom AMG Search Full time

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.
* 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)
* 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.
* 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.
* Financial planning is front and centre of future strategy.


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