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Financial Planner

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AMG Search 60000.00 British Pound . GBP Per annum

2024-09-26 20:30:44

Job location Exeter, Devon, United Kingdom

Job type: fulltime

Job industry: Accounting

Job description

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 a 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
  • Full paraplanning support
  • Outstanding package and earnings potential

To be considered for this outstanding Financial Planner opportunity you will need the following skills and experience:

  • At least Diploma/Dip PFS qualified
  • You will be experienced in providing a financial planning service to HNW clients
  • Experience in managing and developing an existing client portfolio
  • Experience in pensions, investments, protection and taxation planning.
  • You will have 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.
  • A network of Advisers throughout the UK.

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

Inform a friend!

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