Financial Planning Specialist
5 days ago
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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