Financial Planner

CV-Library

Posted on Sep 15, 2024 by CV-Library
Stockbridge, City of Edinburgh, City of Edinburgh, United Kingdom
Accountancy
Immediate Start
£60k - £65k Annual
Full-Time
AMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners..

The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop.

You will also receive high calibre leads and introductions with a particular professional group

Based in Edinburgh, Perth or Stirling areas – must be accessible for office in Edinburgh.

You will be part of highly successful and busy team and you will provide your clients with advice in Pensions, Investments, taxation planning and Protection.

Full paraplanning support

Generous package and exceptional earnings remuneration plan and earnings potential

To be considered for this excellent Financial Planner role, you will need the following skills and experience:

Diploma (Dip PFS/Level 4) qualification and CAS authorized.

Knowledge and experience in Pensions, Investments, taxation planning and Protection.

Proven experience as a successful Financial Planner or looking to take that next step from Associate Adviser

Evidence that you can build and develop successful client relationships.

You want your earnings to reward your effort.

Join our client as an Financial Planner and you will be part of a highly successful and respected financial planning firm.

Established in 1988, our client was one of the first 100 Chartered firms in the UK

It is now one of Scotland and the UK’s leading financial services businesses and

Currently advise on over £420million of clients’ assets.

Beautiful offices in Edinburgh city centre

An outstanding opportunity with an outstanding firm

Reference: 222324992

https://jobs.careeraddict.com/post/95324389
CV-Library

Financial Planner

CV-Library

Posted on Sep 15, 2024 by CV-Library

Stockbridge, City of Edinburgh, City of Edinburgh, United Kingdom
Accountancy
Immediate Start
£60k - £65k Annual
Full-Time
AMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners..

The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop.

You will also receive high calibre leads and introductions with a particular professional group

Based in Edinburgh, Perth or Stirling areas – must be accessible for office in Edinburgh.

You will be part of highly successful and busy team and you will provide your clients with advice in Pensions, Investments, taxation planning and Protection.

Full paraplanning support

Generous package and exceptional earnings remuneration plan and earnings potential

To be considered for this excellent Financial Planner role, you will need the following skills and experience:

Diploma (Dip PFS/Level 4) qualification and CAS authorized.

Knowledge and experience in Pensions, Investments, taxation planning and Protection.

Proven experience as a successful Financial Planner or looking to take that next step from Associate Adviser

Evidence that you can build and develop successful client relationships.

You want your earnings to reward your effort.

Join our client as an Financial Planner and you will be part of a highly successful and respected financial planning firm.

Established in 1988, our client was one of the first 100 Chartered firms in the UK

It is now one of Scotland and the UK’s leading financial services businesses and

Currently advise on over £420million of clients’ assets.

Beautiful offices in Edinburgh city centre

An outstanding opportunity with an outstanding firm

Reference: 222324992

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