Current jobs related to Financial Planner - Birmingham - AMG Search

  • Senior Financial Planner

    3 days ago

    Birmingham, Birmingham, United Kingdom mbf. Full time

    {"title": "Senior Financial Planner Role", "content": "Job Title: Senior Financial PlannerLocation: BirminghamSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent BenefitsAt mbf., we are seeking a seasoned Senior Financial Planner to join our Birmingham office. This is an exciting opportunity for a Chartered...

  • Senior Financial Planner

    3 days ago

    Birmingham, Birmingham, United Kingdom mbf. Full time

    {"title": "Senior Financial Planner Role", "content": "Job Title: Senior Financial PlannerLocation: BirminghamSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent BenefitsAt mbf., we are seeking a seasoned Senior Financial Planner to join our Birmingham office. This is an exciting opportunity for a Chartered...

  • Director and Financial Planner

    3 weeks ago

    Birmingham, United Kingdom IDEX Consulting Ltd Full time €90,000 - €120,000

    Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team. With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on...

  • Director and Financial Planner

    4 weeks ago

    Birmingham, United Kingdom IDEX Consulting Ltd Full time €90,000 - €120,000

    Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team. With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on...

  • Senior Financial Planner

    3 hours ago

    Birmingham, Birmingham, United Kingdom mbf Full time

    {"h1": "Director - Chartered Financial Planner", "p": "An exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the Birmingham office of an International Wealth & Investment Management organisation. This vacancy has become available following the departure of a long-standing Director, who is taking a career break.", "ul":...

  • Senior Financial Planner

    5 hours ago

    Birmingham, Birmingham, United Kingdom mbf Full time

    {"h1": "Director - Chartered Financial Planner", "p": "An exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the Birmingham office of an International Wealth & Investment Management organisation. This vacancy has become available following the departure of a long-standing Director, who is taking a career break.", "ul":...

  • Financial Planner

    3 days ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    {"Role Summary": "A highly skilled Financial Planner is sought by IDEX Consulting to join their growing advice team. This is an exciting opportunity to contribute to the development of a innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.", "Key Responsibilities": "Develop strong...

  • Financial Planner

    3 days ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    {"Role Summary": "A highly skilled Financial Planner is sought by IDEX Consulting to join their growing advice team. This is an exciting opportunity to contribute to the development of a innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.", "Key Responsibilities": "Develop strong...

  • Senior Financial Planner

    2 days ago

    Birmingham, Birmingham, United Kingdom mbf Full time

    Job Title: Director – Chartered Financial PlannerLocation: BirminghamSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits PackageJob Overview:An exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the Birmingham office of an International Wealth & Investment...

  • Senior Financial Planner

    2 days ago

    Birmingham, Birmingham, United Kingdom mbf Full time

    Job Title: Director – Chartered Financial PlannerLocation: BirminghamSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits PackageJob Overview:An exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the Birmingham office of an International Wealth & Investment...

  • Associate Financial Planner

    4 months ago

    Birmingham, United Kingdom Idex Full time

    A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning. This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an...

  • Financial Planner

    3 months ago

    Birmingham, United Kingdom Idex Full time

    My client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city. As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services...

  • Associate Financial Planner

    4 months ago

    Birmingham, United Kingdom Idex Full time

    Take your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner. As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework. This is an excellent...

  • Senior Financial Planner

    2 weeks ago

    Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits Job Overview: Mbf. is seeking a seasoned Chartered Financial Planner to join our team as a Director in our Birmingham office. This is an exceptional opportunity for a senior...

  • Senior Financial Planner

    2 weeks ago

    Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits Job Overview: Mbf. is seeking a seasoned Chartered Financial Planner to join our team as a Director in our Birmingham office. This is an exceptional opportunity for a senior...

  • Senior Financial Planner

    1 week ago

    Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits An exciting opportunity has arisen for a seasoned Chartered Financial Planner to join the mbf. team as a Director-level professional. This vacancy has become available...

  • Senior Financial Planner

    1 week ago

    Birmingham, Birmingham, United Kingdom mbf. Full time

    Job Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits An exciting opportunity has arisen for a seasoned Chartered Financial Planner to join the mbf. team as a Director-level professional. This vacancy has become available...

  • Associate Financial Planner

    2 weeks ago

    Birmingham, United Kingdom IDEX Consulting Ltd Full time

    About our clientAn expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and...

  • Trainee Financial Planner

    3 months ago

    Birmingham, United Kingdom Idex Full time

    Are you level 4 diploma qualified? Looking for that opportunity to kick start your career as a successful Financial Planner? We are pleased to be working with a specialist financial planning firm with offices across the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis. You will receive full support...

  • Associate Financial Planner

    2 weeks ago

    Birmingham, United Kingdom Idex Full time

    About our clientAn expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and...

Financial Planner

3 months ago

Birmingham, United Kingdom AMG Search Full time

**AMG Search is currently looking for a Financial Planner to join a major Wealth Management business.**
- As Financial Planner you will provide a financial planning and wealth management advice to high net worth clients in your area
- You will provide advice in pensions, investments, protection, taxation planning & trusts
- You will be given a quality portfolio of clients to service and develop and you can complement with your own clients/connections
- As a Financial Planner you will build and develop trusted relationships with your clients and develop additional business opportunities
- Full paraplanning support will be given to help you provide an excellent service and spend time with your clients

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 be experienced in providing a financial planning service to high net worth clients
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts
- You will have very strong client relationship skills
- You will have good business development and networking skills

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 from a network of 55+ offices across the UK.
- It specialises in financial planning and investment management advice for high net worth private individuals.
- Servicing over 172,000 HNW clients
- It has a huge lead generating machine and it offers excellent business development and mentoring support