Financial Director and Planner
1 month ago
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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Financial Director and Planner
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Brighton, Brighton and Hove, United Kingdom AMG Search Full timeFinancial Planner & Director OpportunityAMG 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...
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