Financial Planner - Cardiff, United Kingdom - AMG Search

AMG Search

Verified Company

Cardiff, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

AMG Search is currently looking for a Financial Planner to join a major Wealth Management business in Cardiff.

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
As a Financial Planner you will maintain and develop existing client relationships 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 ideally be a Chartered Financial Planner or progressing towards
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 very strong client relationship skills
You will have good business development and networking skills

Our client is a dynamic multi-award winning financial planning and investment company with over £55bn AUM and over 260 financial planners and 280 investment managers supporting clients from a network of 55+ offices across the UK.

It specialises in financial planning and investment management advice for high net worth private individuals.
Servicing over 172,000 HNW clients
It has a huge lead generating machine and it offers excellent business development and mentoring support