Financial Planner

AMG Search is currently looking for a Financial Planner to join an independently owned, highly successful and expanding group of companies.

Responsibilities:

• Provide financial planning advice to a quality client bank that will be allocated to you.
• Flexible working arrangement home/office.
• Ownership of your clients to develop and complement with your own connections.
• Build and develop trusted relationships with new clients.
• Full paraplanning support.
• Outstanding package and earnings potential.

Minimum Requirements:

To be considered for this outstanding Financial Planner opportunity you will need the following skills and experience:

• At least Diploma/Dip PFS qualified.
• Experienced in providing a financial planning service to HNW clients.
• Experience in managing and developing an existing client portfolio.
• Experience in pensions, investments, protection, and taxation planning.
• Strong business development and networking skills.

Our client is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services.

Company Overview:

• Offers a great place to work with a friendly and sociable team.
• Clients include large and small businesses, entrepreneurs, owner-managers, senior executives, and individuals.
• A network of Advisers throughout the UK.

This is an excellent opportunity to take a major step forward with your career and join a company that values you and with whom you can build your future.