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    Stockbridge, Hampshire, United Kingdom Life and Careers Recruitment Full time

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    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

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    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

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    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

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    City of London, United Kingdom Tate Recruitment Full time

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Financial Planner

2 months ago

Stockbridge City of Edinburgh, United Kingdom AMG Search Full time

AMG Search is seeking a talented Financial Planner to join the successful advisory team of a respected firm of Chartered Financial Planners. The ideal candidate will inherit a strong portfolio of loyal clients to develop and provide advice on Pensions, Investments, taxation planning, and Protection. The role offers a generous package and exceptional earnings remuneration plan, with full paraplanning support. To be considered, you will need a Diploma (Dip PFS/Level 4) qualification and CAS authorization, as well as knowledge and experience in Pensions, Investments, taxation planning, and Protection. Proven experience as a successful Financial Planner or Associate Adviser is required, along with evidence of building and developing successful client relationships. The successful firm has established a strong reputation in Scotland and the UK, with over £420 million of clients' assets under advice. The role offers a beautiful office in Edinburgh city centre and an outstanding opportunity to work with a highly respected financial planning firm.