Financial Planner
11 hours ago
AMG Search is currently seeking a skilled Financial Planner to join our team of experts in providing high-quality financial planning services to our clients.
About the Role:
- As a Financial Planner, you will be responsible for providing financial planning advice to a portfolio of clients, helping them achieve their financial goals and objectives.
- You will work closely with our clients to understand their financial needs and develop tailored solutions to meet those needs.
- With a strong focus on customer service, you will build and maintain relationships with our clients, providing ongoing support and guidance to ensure their financial well-being.
Requirements:
- At least Diploma/Dip PFS qualified
- Experience in providing financial planning services to high net worth clients
- Proven track record of managing and developing an existing client portfolio
- Strong knowledge of pensions, investments, protection, and taxation planning
- Excellent business development and networking skills
About Our Client:
Our client is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services. With a network of advisers throughout the UK, they offer a comprehensive range of services to help individuals and businesses achieve their financial goals.
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