Financial Planner

Company:  CV-Library
Location: Exeter
Closing Date: 18/10/2024
Salary: £50,000 - £60,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / 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
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