Senior Financial Planning and Business Development Manager
7 days ago
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
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.
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Liverpool, Liverpool, United Kingdom AMG Search Full timeAbout 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...
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Liverpool, Liverpool, United Kingdom AMG Search Full timeAbout 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...
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