Financial Planner

Recruiter
AMG Search
Location
Devon, UK
Salary
Competitive
Posted
18 Aug 2019
Closes
26 Aug 2019
Ref
1146056941
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
AMG Search is currently looking for a Financial Planner to join a major Wealth Management business.
• As Financial Planner you will provide a financial planning and wealth management advice to high net worth clients in your area
• You will provide advice in pensions, investments, protection, taxation planning & trusts
• You will be given some clients that you can then develop and complement with your own clients/connections
• As a Financial Planner you will build and develop trusted relationships with new and existing clients to drive business
• Full paraplanning support will be given to help you provide an excellent service and spend time with your clients
To be considered for this outstanding Financial Planner opportunity you will need the following skills and experience:
• Chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
• You will be experienced in providing a financial planning service to high net worth clients
• Knowledge and experience in pensions, investments, protection, taxation planning & trusts
• You will have strong business development and networking skills
• Ability to develop an existing client portfolio
Our client is a dynamic multi-award winning organisation with over 300 Financial Planners across 30 locations.
• It specialises in financial planning advice for high net worth private individuals.
• Servicing over 100,000 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

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