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Financial Director

2 months ago

Bournemouth, Bournemouth, United Kingdom CV Library Full time
Financial Planner & Director Opportunity

AMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.

This is an outstanding opportunity for a senior Financial Planner or manager to lead a team and manage a portfolio of high net worth clients.

The successful candidate will have a strong background in financial planning, investments, and taxation, with a proven track record of developing and managing client relationships.

The company offers a comprehensive package, including salary, bonus, and benefits, as well as full paraplanning support to help the team deliver exceptional service to clients.

Key Responsibilities
  1. Mentor and support Financial Planner colleagues to ensure the delivery of high-quality financial planning and wealth management advice.
  2. Manage a portfolio of high net worth clients, developing and maintaining trusted relationships.
  3. Lead a team of Financial Planners to deliver comprehensive financial planning and wealth management advice.
  4. Ensure the building and development of relationships with new and existing clients.

The company has a strong reputation for delivering exceptional service to high net worth individuals, with a huge lead generating machine and excellent business development and mentoring support.

This is an excellent opportunity for a senior Financial Planner or manager to take their career to the next level and join a leading Wealth Management business.