Financial Planner

1 month ago


Newton Aycliffe, Durham, United Kingdom AMG Search Full time
Financial Planner Opportunity

AMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.

Key Responsibilities:
  • Develop and maintain a client bank, providing tailored financial planning solutions
  • Work closely with the team to deliver high-quality services and achieve business objectives
  • Contribute to the development of new business opportunities and partnerships
  • Stay up-to-date with industry trends and regulatory requirements
Requirements:
  • Minimum Diploma in Financial Planning (Dip PFS/Level 4) and ideally Chartered or progressing towards
  • Proven track record of delivering excellent client service and business development skills
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Self-motivated, well-organized, and driven, with a passion for delivering exceptional results
About AMG Search:

AMG Search is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service to our clients and candidates, and we are seeking like-minded professionals to join our team.


  • Financial Planner

    1 month ago


    Newton Aycliffe, Durham, United Kingdom CV Library Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for providing excellent service to clients and developing business relationships.Key Responsibilities:Deliver high-quality financial planning services to...

  • Financial Planner

    1 month ago


    Newton Aycliffe, Durham, United Kingdom CV Library Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for providing excellent service to clients and developing business relationships.Key Responsibilities:Deliver high-quality financial planning services to...

  • Financial Planner

    4 weeks ago


    Newton Aycliffe, Durham, United Kingdom CV Library Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for providing excellent service to clients and developing business relationships.Key Responsibilities:Deliver high-quality financial planning services to...

  • Financial Planner

    3 weeks ago


    Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...

  • Financial Planner

    3 weeks ago


    Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...

  • Financial Planner

    1 month ago


    Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...

  • Financial Planner

    1 month ago


    Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...


  • Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for nurturing and developing a client bank, with full support including paraplanning and administration.Key Responsibilities:Manage a client bank to deliver...


  • Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for nurturing and developing a client bank, with full support including paraplanning and administration.Key Responsibilities:Manage a client bank to deliver...

  • Material Planner

    1 week ago


    Newton Aycliffe, Durham, United Kingdom HITACHI RAIL STS UK LTD Full time

    About the RoleHITACHI RAIL STS UK LTD is seeking a highly skilled Material Controller to join our UK Manufacturing site. As a Material Controller, you will be responsible for scheduling and planning materials for specific production cells and monitoring and tracking top running items to allow for accurate forecasting.Key ResponsibilitiesCoordinate and...

  • Material Planner

    6 days ago


    Newton Aycliffe, Durham, United Kingdom HITACHI RAIL STS UK LTD Full time

    About the RoleHITACHI RAIL STS UK LTD is seeking a highly skilled Material Controller to join our UK Manufacturing site. As a Material Controller, you will be responsible for scheduling and planning materials for specific production cells and monitoring and tracking top running items to allow for accurate forecasting.Key ResponsibilitiesCoordinate and...

  • Financial Planner

    1 month ago


    Newton Aycliffe, United Kingdom CV-Library Full time

    AMG Search is looking for an experienced Financial Planner to join an expanding international wealth management company that is growing its footprint across the UK. In this important Financial Planner role you will be provided with a client bank to nurture and further develop You will be given full support including paraplanning and administration. As...

  • Financial Planner

    2 months ago


    Aycliffe, United Kingdom AMG Search Full time

    About the RoleAMG Search is seeking an experienced Wealth Management Specialist to join its expanding international wealth management company, which is growing its footprint across the UK.In this important role, you will be provided with a client bank to nurture and further develop, allowing you to build strong relationships with clients and drive business...

  • Financial Planner

    2 months ago


    Aycliffe, United Kingdom AMG Search Full time

    About the RoleAMG Search is seeking an experienced Wealth Management Specialist to join its expanding international wealth management company, which is growing its footprint across the UK.In this important role, you will be provided with a client bank to nurture and further develop, allowing you to build strong relationships with clients and drive business...

  • Wealth Planner

    1 month ago


    Newton Aycliffe, United Kingdom CV-Library Full time

    Are you an experienced Wealth Planner looking for your next opportunity? We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions. This role...

  • Wealth Planner

    1 month ago


    Newton Aycliffe, United Kingdom Kingswood Group Full time

    Are you an experienced Wealth Planner looking for your next opportunity?We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. You’ll ensure each client big or small is given the right guidance and advise to make the correct financial decisions.This role will be...


  • Newton Abbot, Devon, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Process information post-meeting to ensure seamless support to our financial planners.Write...


  • Newton Abbot, Devon, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Process information post-meeting to ensure seamless support to our financial planners.Write...

  • Senior Demand Planner

    4 months ago


    Newton Aycliffe, United Kingdom Crafter's Companion Full time

    **Job Overview** We are seeking an experienced Demand Planner for a pivotal role in ensuring that our company meets customer demand efficiently while optimising inventory levels and minimising costs. As a Demand Planner, you will play a crucial role in forecasting, analyzing, and managing the demand for products or services within a company. Your primary...

  • Trainee Paraplanner

    5 hours ago


    Newton Aycliffe, United Kingdom CV-Library Full time

    The Role: I am recruiting a Trainee Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Trainee Paraplanner involves providing support to the Directors,...


  • Newton Abbot, Devon, United Kingdom Access Talent Group Full time

    Senior Transport Planner OpportunityAccess Talent Group is seeking a highly skilled Senior Transport Planner to join their team in Birmingham. As a key member of the consultancy, you will work closely with land-owners, developers, and other specialists to provide transport planning and highway advice on various projects across the UK.Key...


  • Newton Abbot, Devon, United Kingdom Access Talent Group Full time

    Senior Transport Planner OpportunityAccess Talent Group is seeking a highly skilled Senior Transport Planner to join their team in Birmingham. As a key member of the consultancy, you will work closely with land-owners, developers, and other specialists to provide transport planning and highway advice on various projects across the UK.Key...


  • Newton Abbot, Devon, United Kingdom Access Talent Group Full time

    Transport Planning and Highways Consultancy OpportunityAccess Talent Group is seeking a highly skilled Transport Planner to join their growing team in Birmingham. As a key member of the consultancy, you will work closely with land-owners, developers, site operators, planners, architects, and other specialists to provide transport planning and highway advice...

  • Financial Planner

    1 month ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and successful business that...

  • Financial Planner

    1 month ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and successful business that...

  • Financial Planner

    2 weeks ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    2 weeks ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    1 month ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and successful business that...

  • Financial Planner

    1 month ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Financial Adviser OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and successful business that...

  • Financial Planner

    3 weeks ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    3 weeks ago


    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...