AMG Search is currently looking for a Financial Planner to join an independently owned, highly successful and expanding group of companies.
As Financial Planner, you will 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.
As our Financial Planner, you will build and develop trusted relationships with new clients.
Full paraplanning support is provided.
Outstanding package and earnings potential.
To be considered for this outstanding Financial Planner opportunity, you will need the following skills and experience:
1. At least Diploma/Dip PFS qualified.
2. Experienced in providing a financial planning service to HNW clients.
3. Experience in managing and developing an existing client portfolio.
4. Experience in pensions, investments, protection, and taxation planning.
5. Strong business development and networking skills.
Our client is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services. It 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.
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.
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