Financial Planning Specialist

2 months ago


Lees, Oldham, United Kingdom AMG Search Full time

AMG Search is seeking a Financial Planner to provide financial planning advice to a quality client bank. The ideal candidate will have a Diploma/Dip PFS qualification and experience in managing and developing an existing client portfolio. Key responsibilities include providing financial planning services to HNW clients, managing client relationships, and developing business through networking and business development skills. The company offers a great place to work with a friendly and sociable team, and a network of Advisers throughout the UK. This is an excellent opportunity to take a major step forward with your career and join a company that values you and with whom you can build your future. The Financial Planner will be responsible for building and developing trusted relationships with new clients, providing full paraplanning support, and working towards an outstanding package and earnings potential. The ideal candidate will have strong business development and networking skills, and experience in pensions, investments, protection, and taxation planning. The company is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services.



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