Financial Planner

AMG Search
Surrey, UK
13 Aug 2019
09 Sep 2019
Contract Type
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 a quality portfolio of 150 clients to service and develop and you can complement with your own clients/connections

* As a Financial Planner you will build and develop trusted relationships with your clients and develop additional business opportunities

* 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:

* You will be at least Diploma/Dip PFS qualified 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 client relationship skills

* You will be have good business development and networking skills

Our client is a dynamic multi-award winning financial planning and investment company with £21bn AUM and over 300 Financial Planners across 30 locations.

* It specialises in financial planning and investment management 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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