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Financial Planner

2 months ago


Rayleigh, Essex, United Kingdom AMG Search Full time

AMG Search is seeking a skilled Financial Planner to join a rapidly expanding international wealth management company.

  • In this key Financial Planner position, you will be provided with a client portfolio to develop and nurture.
  • You will receive comprehensive support, including paraplanning and administrative assistance.
  • As the appointed Financial Planner, you will have control over your working schedule, with flexible working arrangements between home and office.
  • You will be part of an organization committed to supporting both you and your clients.
  • The more you achieve, the more rewards you can expect, including a competitive starting salary, benefits, and outstanding earning potential.

To be considered for this exceptional Financial Planner opportunity, you will need the following skills and experience:

  • Currently a Financial Planner delivering an excellent service to your clients.
  • Minimum Diploma (Dip PFS/Level 4) and ideally Chartered or progressing towards.
  • You can demonstrate your exceptional client relationship and business development skills.
  • You take pride in delivering the highest level of service to your clients.
  • Self-motivated, well-organized, driven, and ambitious.

This is a unique opportunity to join a dynamic and growing organization that offers an excellent working environment and is committed to your success and that of your clients.