Financial Planning Expert

1 month ago

Liverpool, Liverpool, United Kingdom CV Library 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.

The ideal candidate will lead a team delivering comprehensive financial planning and wealth management advice, building and developing trusted relationships with new and existing clients.

Full paraplanning support will be provided to help you and your team succeed.

Key Requirements:
  • Chartered Financial Planner or Diploma/Dip PFS, with a strong desire to progress towards Chartered status.
  • Senior Financial Planner or manager with experience leading a small team of advisers.
  • Knowledge and experience in pensions, investments, protection, taxation planning & trusts.
  • Ability to develop and grow an existing high net worth client portfolio.

Our client is a dynamic, multi-award winning financial planning and investment company with a strong reputation for excellence.

With over £55bn AUM and a network of 55+ offices in the UK, our client offers a unique opportunity for a Senior Financial Planner / Partner to make a real impact.

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