Senior Financial Planner and Director

2 weeks ago


Bournemouth, United Kingdom AMG Search Full time
About the Role

AMG Search is currently seeking a highly skilled and experienced Financial Planner and Director to join a leading Wealth Management business.

Key Responsibilities:

  • Mentor and support a team of Financial Planners to achieve their personal and team targets
  • Manage a portfolio of high net worth clients and develop trusted relationships with new and existing clients
  • Lead a team of advisers to deliver comprehensive financial planning and wealth management advice
  • Develop and implement business development strategies to grow the client base
  • Collaborate with the team to provide excellent service and support to clients

Requirements:

  • Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
  • Senior Financial Planner or manager with experience in leading a team
  • Strong business development and mentoring skills
  • Knowledge and experience in pensions, investments, protection, taxation planning, and trusts
  • Ability to develop an existing high net worth client portfolio
  • Good knowledge of the Financial Planning market in the area

About the Company:

AMG Search is a leading recruitment agency specializing in financial services. We work with top-tier clients to find the best talent in the industry.


  • Financial Planner

    2 weeks ago


    Bournemouth, United Kingdom AMG Search Full time

    AMG Search is currently looking for a Financial Planner & Director to join a major Wealth Management business.Outstanding package – salary, bonus, benefits.The OpportunityAs Financial Planner & Director you will mentor and support your Financial Planner colleagues and manage your own portfolio of clientsYou will effectively lead a team of advisers to...


  • Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner and Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner and Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner and Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead...


  • Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner and Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner and Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner and Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead...

  • Financial Director

    23 hours ago


    Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner & Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead a...

  • Financial Director

    21 hours ago


    Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner & Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead a...

  • Financial Planner

    3 months ago


    Bournemouth, United Kingdom AMG Search Full time

    Are you an experienced Financial Planner looking for your next challenge? We are looking for an ambitious and motivated individual to join our team as a Financial Planner. This is an excellent opportunity to work with a multi-award winning wealth management organisation. You must have experience in working with high net worth clients, and ideally be...


  • Bournemouth, United Kingdom QED Recruit Full time

    **Financial Planner/Wealth Planner** **Salary to £75,000 plus regular ongoing reviews and exceptional incentives!** **Limitless further personal development!** **Absolutely fantastic opportunity for a seasoned, experienced and polished financial services professional looking to gain the recognition they deserve!** Based within this potentially...


  • Bournemouth, Bournemouth, United Kingdom Bond Williams Full time

    A Senior Financial Director is being exclusively recruited for by Bond Williams for an established and growing business. The company is in the midst of exciting growth plans, which are coming to fruition and will see turnover increase significantly. They need a dynamic and ambitious Qualified professional who can join them at this critical time with a view...


  • Bournemouth, Bournemouth, United Kingdom Bond Williams Full time

    A Senior Financial Director is being exclusively recruited for by Bond Williams for an established and growing business. The company is in the midst of exciting growth plans, which are coming to fruition and will see turnover increase significantly. They need a dynamic and ambitious Qualified professional who can join them at this critical time with a view...

  • Financial Planner

    3 months ago


    Bournemouth, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bournemouth, Bournemouth, United Kingdom Penguin Recruitment Ltd Full time

    Senior Town Planner OpportunityWe are seeking an experienced Senior Town Planner to join our team at Penguin Recruitment Ltd. As a Senior Town Planner, you will be responsible for delivering expert planning advice to our clients in the residential, commercial, and mixed-use sectors.Key Responsibilities:Client-facing and project managementResearch, planning...


  • Bournemouth, Bournemouth, United Kingdom Penguin Recruitment Ltd Full time

    Senior Town Planner OpportunityWe are seeking an experienced Senior Town Planner to join our team at Penguin Recruitment Ltd. As a Senior Town Planner, you will be responsible for delivering expert planning advice to our clients in the residential, commercial, and mixed-use sectors.Key Responsibilities:Client-facing and project managementResearch, planning...

  • Financial Director

    2 days ago


    Bournemouth, Bournemouth, United Kingdom Finatal Full time

    Role: Finatal is seeking a highly experienced Finance Director to lead the financial strategy and drive growth for a thriving multi-site business based in Dorset, UK. The company is focused on expansion through acquisition and is poised for significant growth. The successful candidate will provide clear financial direction, support the CEO, and execute the...

  • Financial Director

    23 hours ago


    Bournemouth, Bournemouth, United Kingdom Finatal Full time

    Role: Finatal is seeking a highly experienced Finance Director to lead the financial strategy and drive growth for a thriving multi-site business based in Dorset, UK. The company is focused on expansion through acquisition and is poised for significant growth. The successful candidate will provide clear financial direction, support the CEO, and execute the...

  • Financial Director

    1 day ago


    Bournemouth, Bournemouth, United Kingdom Finatal Full time

    Role: Finatal is seeking a highly experienced Finance Director to lead the financial strategy and drive growth for a thriving multi-site business based in Dorset, UK. The company is poised for significant expansion, backed by a well-known Venture Capital fund, and is focused on growth through acquisition. The successful candidate will play a critical role in...

  • Financial Director

    2 days ago


    Bournemouth, Bournemouth, United Kingdom Finatal Full time

    Role: Finatal is seeking a highly experienced Finance Director to lead the financial strategy and drive growth for a thriving multi-site business based in Dorset, UK. The company is poised for significant expansion, backed by a well-known Venture Capital fund, and is focused on growth through acquisition. The successful candidate will play a critical role in...

  • Financial Planner

    2 months ago


    Bournemouth, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...

  • Financial Director

    2 days ago


    Bournemouth, Bournemouth, United Kingdom Finatal Full time

    Role: Finatal is seeking a highly experienced Finance Director to lead the financial strategy and drive growth for a thriving multi-site business based in Dorset, UK. The company is focused on expansion through acquisition and is poised for significant growth. As a key member of the leadership team, you will be responsible for providing clear financial...

  • Financial Director

    24 hours ago


    Bournemouth, Bournemouth, United Kingdom Finatal Full time

    Role: Finatal is seeking a highly experienced Finance Director to lead the financial strategy and drive growth for a thriving multi-site business based in Dorset, UK. The company is focused on expansion through acquisition and is poised for significant growth. As a key member of the leadership team, you will be responsible for providing clear financial...

  • Senior Town Planner

    4 days ago


    Bournemouth, Bournemouth, United Kingdom Penguin Recruitment Ltd Full time

    Senior Town Planner OpportunityWe are seeking an experienced Senior Town Planner to join our team at Penguin Recruitment Ltd. As a Senior Town Planner, you will be responsible for delivering expert planning advice to our clients in the residential, commercial, and mixed-use sectors.Key Responsibilities:Client-facing and project managementResearch and...