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Financial Planning Director

2 months ago

East Liverpool, Ohio, United Kingdom AMG Search Full time
Senior Financial Planner / Partner Opportunity

AMG Search is currently seeking a highly skilled Senior Financial Planner / Partner to join a leading Wealth Management business.

  • As a Senior Financial Planner / Partner, 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, ensuring the delivery of comprehensive financial planning and wealth management advice.
  • The Senior Financial Planner / Partner will be responsible for building and developing trusted relationships with new and existing clients, leveraging your expertise in pensions, investments, protection, taxation planning, and trusts.
  • You will have the opportunity to develop an existing high net worth client portfolio and contribute to the growth of the business.

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.
  • Strong business development and mentoring skills, with a proven track record of success.
  • An ability to develop an existing high net worth client portfolio and contribute to the growth of the business.

Our client is a dynamic, multi-award-winning financial planning and investment company with over GBP55bn AUM and a network of 55+ offices in the UK.

This is a unique opportunity to take a major step forward with your career and join a world-class organisation.