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Asset Management Specialist

2 months ago

Exeter, Devon, United Kingdom AMG Search Full time
Financial Planner Opportunity

About AMG Search

AMG Search is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services. Our client is a network of Advisers throughout the UK.

Job Summary

We are seeking a Financial Planner to join our team. As a Financial Planner, you will provide financial planning advice to a quality client bank and be responsible for business development and networking.

Key Responsibilities
  • Provide financial planning advice to clients, including pensions, investments, protection, and taxation planning.
  • Develop and maintain strong business relationships with clients and prospects.
  • Identify and pursue new business opportunities to grow the client bank.
Requirements
  • Experience in providing a financial planning service to high net worth clients.
  • Strong knowledge of pensions, investments, protection, and taxation planning.
  • Excellent business development and networking skills.
What We Offer

Our client offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply.