Financial Planning Expert

3 weeks ago

Liverpool, Liverpool, United Kingdom CV Library Full time
Senior Financial Planner / Partner Opportunity

AMG Search is currently seeking a highly skilled Senior Financial Planner / Partner to join a leading Wealth Management business.

As a Senior Financial Planner / Partner, you will be responsible for mentoring and supporting a team of Financial Planners, while also managing your own portfolio of clients.

The ideal candidate will have a strong background in financial planning and wealth management, with experience in leading a team and developing trusted relationships with clients.

Key responsibilities will include:

  1. Leading a team of Financial Planners to deliver comprehensive financial planning and wealth management advice.
  2. Developing and implementing financial planning strategies to meet client needs.
  3. Mentoring and supporting Financial Planners to ensure they have the skills and knowledge required to deliver exceptional client service.
  4. Managing a portfolio of clients and developing trusted relationships to drive business growth.

The successful candidate will be a Chartered Financial Planner or have equivalent qualifications, with a strong track record of delivering high-quality financial planning and wealth management advice.

Our client is a dynamic and multi-award-winning financial planning and investment company, with a strong reputation for excellence in the industry.

They offer a supportive and collaborative work environment, with opportunities for professional development and career advancement.

If you are a motivated and experienced Financial Planner looking for a new challenge, please apply for this exciting opportunity.

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