Senior Financial Director

5 days ago


Brighton, Brighton and Hove, United Kingdom AMG Search Full time
Job Description

**About the Role**

AMG Search is currently seeking a highly skilled and experienced Financial Planner & Director to join a leading Wealth Management business. As a key member of the team, you will be responsible for mentoring and supporting your colleagues, managing your own portfolio of clients, and leading a team of advisers to achieve their personal and team targets.

Key Responsibilities

  • Lead a team of financial planners to deliver comprehensive financial planning and wealth management advice to clients.
  • Mentor and support junior team members to develop their skills and expertise.
  • Manage your own portfolio of clients, providing personalized financial planning and wealth management services.
  • Develop and maintain strong relationships with clients, identifying their financial needs and providing tailored solutions.
  • Work closely with the team to achieve business targets and objectives.

Requirements

  • Chartered Financial Planner or Diploma/Dip PFS qualification.
  • Proven experience in financial planning and wealth management, with a strong track record of success.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong business development and mentoring skills, with the ability to identify and capitalize on new business opportunities.
  • Knowledge and experience in pensions, investments, protection, taxation planning, and trusts.

About AMG Search

AMG Search is a leading recruitment agency specializing in financial services recruitment. We work with a range of clients across the industry, from boutique firms to large-scale financial institutions. Our team of experts has a deep understanding of the financial services sector and is dedicated to finding the best talent for our clients.


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