Financial Planner and Partner - Liverpool

AMG Search is currently looking for a Senior Financial Planner / Partner to join a major Wealth Management business.

Responsibilities:

• Mentor and support Financial Planner colleagues while managing your own portfolio of clients.
• Lead a team of advisers to achieve personal and team targets.
• Deliver comprehensive financial planning and wealth management advice.
• Develop and complement your client base with existing clients.
• Build and develop trusted relationships with new and existing clients.
• Receive full paraplanning support for you and your team.

Minimum Requirements:

• Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered.
• Senior Financial Planner or manager with experience leading a small team of advisers.
• Knowledge and experience in pensions, investments, protection, taxation planning & trusts.
• Strong business development and mentoring skills.
• Ability to develop an existing high net worth client portfolio.

About Our Client:

Our client is a dynamic, multi-award winning financial planning and investment company with over GBP55bn AUM and over 260 financial planners and 280 investment managers supporting clients across a network of 55+ offices in the UK.

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