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Senior Financial Director
2 months ago
AMG Search is currently seeking a Financial Planning and Wealth Management professional to join a leading Wealth Management business.
Outstanding compensation package, including salary, bonus, and benefits.
- As Financial Planning and Wealth Management professional, you will mentor and support your colleagues and manage your own portfolio of clients.
- You will be responsible for leading a team that delivers comprehensive financial planning and wealth management advice.
- You will be responsible for building and developing trusted relationships with new and existing clients.
- Full paraplanning support will be provided to help you and your team deliver an excellent service and spend quality time with clients.
- Flexible working arrangements between home and office.
To be considered for this outstanding Financial Planning and Wealth Management opportunity, you will need the following skills and experience:
- Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered.
- You will be a senior Financial Planner or manager who can come in at a senior level and lead/manage a small team of advisers.
- Expertise in dealing with high net worth clients.
- Knowledge and experience in pensions, investments, protection, taxation planning, and trusts.
Our client is a dynamic, multi-award-winning financial planning and investment company with over £62 billion AUM and over 260 financial planners and 280 investment managers supporting clients from a network of offices across the UK.
