Financial Planner

1 month ago


Newton Aycliffe, Durham, United Kingdom AMG Search Full time
Financial Planner Opportunity

AMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.

Key Responsibilities:
  • Develop and maintain a client bank, providing tailored financial planning solutions
  • Work closely with the team to deliver high-quality services and achieve business objectives
  • Contribute to the development of new business opportunities and partnerships
  • Stay up-to-date with industry trends and regulatory requirements
Requirements:
  • Minimum Diploma in Financial Planning (Dip PFS/Level 4) and ideally Chartered or progressing towards
  • Proven track record of delivering excellent client service and business development
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

AMG Search offers a competitive starting salary, benefits, and outstanding earnings potential. If you are a motivated and ambitious Financial Planner looking for a new challenge, please apply.


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