Financial Director and Planner

1 month ago


Brighton, Brighton and Hove, United Kingdom AMG Search 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 of advisers and manage their own portfolio of clients.

  • As Financial Planner & Director, you will be responsible for mentoring and supporting your Financial Planner colleagues and managing your own portfolio of clients.
  • You will lead a team of advisers to achieve their personal and team targets, and be responsible for delivering comprehensive financial planning and wealth management advice.
  • You will also be given some clients to develop and complement with your own clients and connections.
  • The Financial Planner & Director will be responsible for building and developing trusted relationships with new and existing clients.
  • Full paraplanning support will be provided to help you and your team provide an excellent service and spend time with your clients.
  • Flexible working arrangements will be available between home and office.

To be considered for this opportunity, you will need:

  • Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered.
  • Senior Financial Planner or manager experience, with the ability to lead and manage a small team of advisers.
  • Expertise in dealing with high net worth clients.
  • Knowledge and experience in pensions, investments, protection, taxation planning & trusts.
  • Strong business development and mentoring skills, with a well-connected network of clients and introducers.

Our client is a dynamic, multi-award-winning financial planning and investment company with over £62bn AUM and a network of 55+ offices across the UK.



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