Senior Financial Planning and Business Development Manager

7 days ago


Liverpool, Liverpool, United Kingdom AMG Search Full time
About the Role

AMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.

As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.

You will lead a team of advisers to achieve their personal and team targets, and be responsible for delivering comprehensive financial planning and wealth management advice.

The successful candidate will be given a portfolio of clients to develop and complement with their own connections, and 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 succeed.

Requirements
  • Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
  • Senior Financial Planner or manager with experience in leading a small team of advisers
  • Knowledge and experience in pensions, investments, protection, taxation planning & trusts
  • Strong business development and mentoring skills
  • Ability to develop an existing high net worth client portfolio
About the Company

Our client is a dynamic multi-award winning financial planning and investment company with over £55bn AUM and over 260 financial planners and 280 investment managers supporting clients across a network of 55+ offices in the UK.

This is a unique opportunity to take a major step forward with your career and join this world-class organisation.



  • Liverpool, Liverpool, United Kingdom AMG Search Full time

    About the RoleAMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, as well as managing your own portfolio of...


  • Liverpool, Liverpool, United Kingdom AMG Search Full time

    About the RoleAMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, as well as managing your own portfolio of...


  • Liverpool, Liverpool, United Kingdom Sage Lake Senior Living Full time

    About the RoleSage Lake Senior Living is seeking a highly skilled Senior Director of Financial Planning and Analysis to join our team. As a key member of our leadership team, you will be responsible for driving financial performance and providing insightful analysis and recommendations to support business growth.Key ResponsibilitiesDevelop and implement...


  • Liverpool, Liverpool, United Kingdom Sage Lake Senior Living Full time

    About the RoleSage Lake Senior Living is seeking a highly skilled Senior Director of Financial Planning and Analysis to join our team. As a key member of our leadership team, you will be responsible for driving financial performance and providing insightful analysis and recommendations to support business growth.Key ResponsibilitiesDevelop and implement...


  • Liverpool, Liverpool, United Kingdom Hays Senior Finance Full time

    About Hays Senior FinanceHays Senior Finance is a leading provider of senior finance professionals to businesses across the UK. We understand the importance of finding the right talent to drive business growth and success.About the RoleWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team. As a Financial Planning and...


  • Liverpool, Liverpool, United Kingdom The Very Group Full time

    About the RoleWe are seeking a highly skilled Financial Planning Analyst to join our Financial Services Finance team at The Very Group. As a key member of our team, you will play a critical role in supporting the delivery of financial plans that align with our company's strategic goals.Key ResponsibilitiesDevelop Strategic Business Plans: Collaborate with...


  • Liverpool, Liverpool, United Kingdom The Very Group Full time

    About the RoleWe are seeking a highly skilled Financial Planning Analyst to join our Financial Services Finance team at The Very Group. As a key member of our team, you will play a critical role in supporting the delivery of financial plans that align with our company's strategic goals.Key ResponsibilitiesDevelop Strategic Business Plans: Collaborate with...

  • Financial Director

    3 days ago


    Liverpool, Liverpool, United Kingdom Hays Senior Finance Full time

    Job SummaryWe are seeking an experienced Financial Controller to join our team at Hays Senior Finance. As a key member of our finance team, you will be responsible for leading a small finance team and supporting our organization's leadership with all financial matters.Key ResponsibilitiesLead a small finance team and provide guidance on financial...

  • Financial Director

    3 days ago


    Liverpool, Liverpool, United Kingdom Hays Senior Finance Full time

    Job SummaryWe are seeking an experienced Financial Controller to join our team at Hays Senior Finance. As a key member of our finance team, you will be responsible for leading a small finance team and supporting our organization's leadership with all financial matters.Key ResponsibilitiesLead a small finance team and provide guidance on financial...


  • Liverpool, Liverpool, United Kingdom Capio Recruitment Full time £75,000

    Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Capio RecruitmentAbout the Role:We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, tailored to their individual needs...


  • Liverpool, Liverpool, United Kingdom Capio Recruitment Full time £75,000

    Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Capio RecruitmentAbout the Role:We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, tailored to their individual needs...


  • Liverpool, Liverpool, United Kingdom Capio Recruitment Full time £75,000

    Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Capio RecruitmentAbout the Role:We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, tailored to their individual needs...


  • Liverpool, Liverpool, United Kingdom Capio Recruitment Full time £75,000

    Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Capio RecruitmentAbout the Role:We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, tailored to their individual needs...


  • Liverpool, Liverpool, United Kingdom The Very Group Full time

    About The Very GroupWe are a leading e-commerce company that helps families get more out of life. Our mission is to provide amazing brands and products with flexible payment options to help them say yes to the things they love.About the TeamThe role sits within the Group Planning, Analysis & Reporting Finance Team, a pivotal team within the Finance Community...


  • Liverpool, Liverpool, United Kingdom The Very Group Full time

    About The Very GroupWe are a leading e-commerce company that helps families get more out of life. Our mission is to provide amazing brands and products with flexible payment options to help them say yes to the things they love.About the TeamThe role sits within the Group Planning, Analysis & Reporting Finance Team, a pivotal team within the Finance Community...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job DescriptionCompany Overview:Our client, a leading Private Wealth Advisory Firm, is dedicated to serving International Investors and Expatriates globally. Renowned for delivering Exceptional Financial Planning and Investment Solutions, they are committed to Excellence and Innovation in Wealth Management. As they continue to expand their operations, they...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job DescriptionCompany Overview:Our client, a leading Private Wealth Advisory Firm, is dedicated to serving International Investors and Expatriates globally. Renowned for delivering Exceptional Financial Planning and Investment Solutions, they are committed to Excellence and Innovation in Wealth Management. As they continue to expand their operations, they...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    About Our ClientOur client is a dynamic and rapidly growing company in the financial services sector. They are seeking a highly skilled Financial Planning and Analysis Accountant to join their team.Job SummaryThe successful candidate will be responsible for developing and implementing financial planning and analysis processes that will drive business growth...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    About Our ClientOur client is a dynamic and rapidly growing company in the financial services sector. They are seeking a highly skilled Financial Planning and Analysis Accountant to join their team.Job SummaryThe successful candidate will be responsible for developing and implementing financial planning and analysis processes that will drive business growth...


  • Liverpool, Liverpool, United Kingdom Sellick Partnership Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Sellick Partnership. As a Senior Accountant, you will play a key role in providing expert financial advice and guidance to our clients.Key ResponsibilitiesFinancial Planning and Analysis: Develop and maintain effective financial plans and strategies to support business growth...