Financial Director
23 hours ago
AMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.
The Opportunity
As a Financial Planner & Director, you will be responsible for mentoring and supporting a team of Financial Planners, while 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 a selection of clients to develop and complement with your own connections.
Key Responsibilities
- Mentor and support a team of Financial Planners
- Manage your own portfolio of clients
- Lead a team of advisers to achieve targets
- Deliver comprehensive financial planning and wealth management advice
- Develop and maintain trusted relationships with clients
Requirements
- Chartered Financial Planner or Diploma/Dip PFS
- Progressing towards Chartered status
- Senior Financial Planner or manager with experience in leading a team
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts
- Strong business development and mentoring skills
- Ability to develop an existing high net worth client portfolio
- Good knowledge of the Financial Planning market
About the Company
AMG Search is a specialist recruitment agency, working with a leading Wealth Management business to find the best talent in the industry.
The company has a strong reputation for delivering high-quality recruitment services, and offers excellent business development and mentoring support to its candidates.
Why Apply?
This is a unique opportunity to take a major step forward in your career and join a world-class organisation.
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