Financial Planning Specialist

5 days ago


Exeter, Devon, United Kingdom AMG Search Full time

About the Role:

AMG Search is seeking a highly skilled Financial Planning Specialist to join our team of experts in the financial services industry.

Key Responsibilities:

  • Provide financial planning advice to a portfolio of high net worth clients.
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Work closely with clients to create personalized financial plans that meet their needs.
  • Stay up-to-date with industry developments and regulatory changes to ensure clients receive the best possible advice.
  • Collaborate with other professionals to provide a comprehensive range of financial services.

Requirements:

  • Diploma/Dip PFS qualification or equivalent.
  • Proven experience in providing financial planning services to high net worth clients.
  • Strong business development and networking skills.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.

About the Company:

AMG Search is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services. We offer a dynamic and supportive work environment, with a friendly and sociable team.

What We Offer:

  • A competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A comprehensive benefits package, including pension scheme and health insurance.
  • The opportunity to work with a diverse range of clients and develop your skills and expertise.


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