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AMG Search is currently looking for a Financial Planner & Director to join a major Wealth Management business.
Outstanding package – salary, bonus, benefits.
The Opportunity
* As Financial Planner & Director you will mentor and support your Financial Planner colleagues and manage your own portfolio of clients
* You will effectively lead a team of advisers to achieve their personal and team targets
* The Financial Planner & Director will be responsible for leading a team that delivers comprehensive financial planning and wealth management advice
* You will also be given some clients that you can then develop and complement with your own clients/connections
* The Financial Planner & Director will be responsible for ensuring the building and development of trusted relationships with new and existing clients
* Full paraplanning support will be given to help you and your team to provide an excellent service and spend time with your clients
To be considered for this outstanding Financial Planner & Director opportunity you will need the following skills and experience:
* Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
* You will be a senior Financial Planner or manager who can come in at a senior level and also lead/manage a small team of advisers
* Knowledge and experience in pensions, investments, protection, taxation planning & trusts
* You will have strong business development and mentoring skills
* An ability to develop an existing high net worth client portfolio
* A good knowledge of the Financial Planning market in the area.
Our client is a dynamic multi-award winning financial planning and investment company with over £55bn AUM and over 260 financial planners and 280 investment managers supporting clients from a network of 55+ offices across the UK.
* It specialises in financial planning and investment management advice for high net worth private individuals.
* Servicing over 172,000 HNW clients.
* It has a huge lead generating machine and it offers excellent business development and mentoring support.
Is this you? This is a unique opportunity to take a major step forward with your career and join this world class organisation. Apply today
