Senior Financial Planner and Business Leader
4 days ago
AMG Search is currently seeking a highly skilled Senior Financial Planner and Business Leader to join a leading Wealth Management business.
As a Senior Financial Planner and Business Leader, you will be responsible for mentoring and supporting your Financial Planner colleagues, while managing your own portfolio of clients.
You will effectively lead a team of advisers to achieve their personal and team targets, ensuring the delivery of comprehensive financial planning and wealth management advice.
The successful candidate will be given a portfolio of clients to develop and complement with their own connections, with full paraplanning support provided to help you and your team succeed.
To be considered for this outstanding opportunity, you will need:
- Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
- Strong business development and mentoring skills
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts
- Ability to develop an existing high net worth client portfolio
Our client is a dynamic multi-award winning financial planning and investment company with over £55bn 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.
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Liverpool, Liverpool, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You...
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Liverpool, Liverpool, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You...
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Liverpool, Liverpool, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, as well as managing your own portfolio of...
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Liverpool, Liverpool, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking a highly experienced Senior Financial Planning and Business Development Manager to join a leading Wealth Management business.As a Senior Financial Planning and Business Development Manager, you will be responsible for mentoring and supporting a team of Financial Planners, as well as managing your own portfolio of...
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