Financial Planner
Posted on Sep 15, 2024 by CV-Library
Exeter, Devon, United Kingdom
Accountancy
Immediate Start
£50k - £60k Annual
Full-Time
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
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
Reference: 222324949
https://jobs.careeraddict.com/post/95324346
Financial Planner
Posted on Sep 15, 2024 by CV-Library
Exeter, Devon, United Kingdom
Accountancy
Immediate Start
£50k - £60k Annual
Full-Time
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
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
Reference: 222324949
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