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Financial Planning Specialist

2 months ago

Edinburgh, United Kingdom AMG Search Full time
About the Role

AMG Search is seeking a talented Financial Planner to join the successful advisory team of a high-profile and respected firm of Chartered Financial Planners.

The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop, providing expert advice in Pensions, Investments, taxation planning, and Protection.

Key Responsibilities:

  • Provide high-calibre advice to clients on Pensions, Investments, taxation planning, and Protection.
  • Develop and maintain strong relationships with clients to ensure their financial planning needs are met.
  • Work closely with the team to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry developments and best practices to provide expert advice to clients.

About the Company

Our client is a highly successful and respected financial planning firm, established in 1988 and one of the first 100 Chartered firms in the UK.

With a strong reputation for delivering exceptional financial planning services, our client advises on over £420 million of clients' assets and has beautiful offices in Edinburgh city centre.

Requirements

To be considered for this role, you will need:

  • Diploma (Dip PFS/Level 4) qualification and CAS authorized.
  • Knowledge and experience in Pensions, Investments, taxation planning, and Protection.
  • Proven experience as a successful Financial Planner or looking to take that next step from Associate Adviser.
  • Evidence that you can build and develop successful client relationships.

What We Offer

Our client offers a generous package and exceptional earnings remuneration plan, providing opportunities for career growth and development.