Senior Financial Planner and Director
2 weeks ago
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.
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