Financial Director

23 hours ago


Bournemouth, Bournemouth, 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.

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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