Financial Planner
1 month ago
AMG Search is seeking a skilled Financial Planner to join their team of professionals. As a Financial Planner, you will provide expert financial planning advice to a portfolio of high net worth clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide ongoing financial planning and investment advice
- Manage and grow an existing client portfolio
- Collaborate with other professionals to deliver exceptional client service
Requirements:
- Diploma/Dip PFS qualification or equivalent
- Experience in providing financial planning services to high net worth clients
- Strong business development and networking skills
- Knowledge of pensions, investments, protection, and taxation planning
About the Company:
AMG Search is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services. They offer a dynamic and supportive work environment with opportunities for career growth and development.
Why Join AMG Search?
As a Financial Planner at AMG Search, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a real difference in the lives of their clients.
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