AMG SEARCH

Responsibility

• AMG Search is currently looking for a Financial Planner to join a major Wealth Management business
• in this important Financial Planner role you will be home based and in complete control of your working pattern
• you will need to have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients
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• as the appointed Financial Planner you will build new relationships and develop existing ones
• full support from a dedicated relationship team who will help qualify new business leads, arrange appointments and provide technical support
• please apply with your CV and cover letter to be considered for this exciting opportunity."
• AMG Search is currently looking for a Financial Planner to join a major Financial Services organisation that provides a tailored service to some of the UK’s most trusted professions
• we are looking for a skilled and motivated Financial Planner to join our team in Aberdeen. With a competitive salary of £50,000, this is an excellent opportunity for an experienced professional to take their career to the next level
• as a Financial Planner, you will be responsible for providing expert advice and guidance to clients on a wide range of financial planning topics, including investments, retirement planning, and tax planning
• our client will offer you a client base in a trusted professional sector, such as medicine, dentists or education with a wide range of products to support their financial needs
• working with the Director, you will be given a quality portfolio of clients to service and develop and you can complement with your own clients/connections
• the ideal candidate will have relevant qualifications and experience in financial planning, and will be able to demonstrate a proven track record of success in the industry
• if you are passionate about helping people achieve their financial goals and are looking for a new challenge, we would love to hear from you
• the more you achieve, the more rewards you can expect, including a competitive starting salary, quarterly and annual bonuses, car allowance and a generous contributory pension

Requirements

• you will be at least Diploma/Dip PFS qualified and ideally be a Chartered Financial Planner or progressing towards
• presently a Financial Planner or IFA
• chartered Financial Planner or Diploma/Dip PFS and progressing towards Chartered
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• you will be experienced in providing a financial planning service to high net worth clients
• minimum Diploma and ideally Chartered or progressing towards
• knowledge and experience in pensions, investments, protection, taxation planning & trusts
• A proven track record of meeting sales targets
• you will have very strong client relationship skills
• you have experience in developing business and in networking
• you will have strong business development and mentoring skills
• you will have good business development and networking skills
• an ability to develop an existing high net worth client portfolio
• you enjoy developing client relationships and proactively managing your own diary
• A good knowledge of the Financial Planning market in the area
• it specialises in financial planning and investment management advice for high net worth private individuals
• servicing over 100,000 HNW clients
• servicing over 172,000 HNW clients
• you will be a senior Financial Planner or manager who can come in at a senior level and also lead/manage a small team of advisers
• it has a huge lead generating machine and it offers excellent business development and mentoring support

Trade

• administrative Assistance
• sales
• Administrative Assistance
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• Sales

Earnings for position planner

Responsibility

• AMG Search offers this outstanding Competence and Development Manager with Europe’s largest IFA group
• as Competence and Development Manager be responsible for fulfilling the requirements of the company’s Training & Competency scheme
• promotion and Marketing of Discretionary Investment and Stockbroking Services
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• as Regional Development Manager you will be responsible for developing the skills of our client’s Specialist Financial Advisers
• you will assist the Senior Managers in fulfilling the requirements of the company T&C
• establish, develop and maintain relationships and be the key focal point for enquiries within a designated geographic area
• responsibility for T&C and skills development - this is very much a skills development role
• you will design, implement, deliver and record individual and group training activity for both advisory and non-advisory functions
• the Regional Development Manager will also support the skills development of new Advisers coming through Induction Programme
• you will work alongside Senior Managers and Advisers providing development, coaching and training support
• work one on one with Financial Advisers and in groups to develop skills and capabilities
• responsibe for ensuring that new entrants to the company achieve competency
• ensure effective collaboration with key internal business partners, building trust between business areas to deliver a successful proposition
• AMG Search is currently looking for an Investment Development Manager to join our client who provides an investment management service to a multi award-winning Wealth Management organisation
• AMG Search offers this outstanding Regional Development Manager with a major Financial Services organisation that provides a tailored service to some of the UK’s most trusted professions
• ensure established and effective lines of communication with internal and external clients
• ensure all activity complies with FCA regulations and GDPR and that appropriate plans and controls are in place
• the Investment Development Manager is an integral part of the Business Development Team, Wealth Management Group to promote its products and services
• working closely with Heads of Division and Regional Managers you will provide support in developing the technical and advice skills capability of the regulated advisory teams
• in-depth experience of working within financial services either in a tied, multi-tied or independent environment
• attend and present at regular meetings in order to proactively promote and drive new business and raise awareness of products and services
• an accomplished financial services, coaching and leadership professional
• analysis of performance and take corrective action where necessary to maximise opportunities & achieve agreed levels of new business, retention and customer satisfaction
• excellent interpersonal skills with the ability to excite, motivate, nurture and enable the success of others through collaboration and teamwork
• work with the development team to Design, develop and implement local, regional and national campaigns to drive new business and retention opportunities
• the Competence and Development Manager will monitor adherence to company policies and processes and assessing the knowledge and skills of the workforce and identifying risks and training needs
• excellent verbal and written presentation and communication skills
• ability to network with key personnel within and outside of the organisation
• to be considered for this outstanding Regional Development Manager opportunity: The Regional Development Manager will have minimum Diploma/DipPFS status
• it currently employs around 1400 people, and its success comes from a history of evolving to embrace new challenges

Requirements

• you will be a qualified Investment Manager
• well-motivated self-starter used to working with third parties and maximising new business
• rounded knowledge of Investments, Platforms and Products
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• tenacity and entrepreneurial skills for success in this highly competitive marketplace
• comfortable with distribution and retention targets
• you are a team player and you have excellent communication and Presentation Skills
• good Competitor Knowledge
• experience of working in an IFA, controlled distribution environment
• our client is one of the leading providers of personalised investment management
• it recognises that every client is different and every investment decision is personal

Responsibility

• AMG Search is currently looking for a Paraplanner to join a major Wealth Management business
• preparation of all necessary documentation & information for recommendations to be delivered to clients
• assist with research and surveys
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• delivery of high quality reports in a timely manner to high net worth clients
• advice is across pensions, investments, protection, taxation planning & trusts
• as a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers
• the Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets

Requirements

• minimum Level 4 Diploma/Dip PFS and a desire to develop to Chartered status
• minimum Level 4 Diploma/Dip PFS
• communication - written, verbal, presentations
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• understanding of regulations and compliance and of the financial planning process
• technical skills across pensions, investments, taxation, trusts
• experience in technical research, report writing and recommendations
• organisation and prioritising work/meeting deadlines
• it specialises in financial planning and investment management advice for high-net-worth private individuals
• presently in a Paraplanner role and with 3 years+ experience in Financial Services
• servicing over 100,000 HNW clients
• this is a very ambitious and proactive business that offers genuine career opportunities in a beautiful office setting
• it has a huge lead generating machine and it offers excellent business development and mentoring support
• take a major step forward with your career and join this outstanding organisation. Apply today

Earnings for position paraplanner

Requirements

• at least Diploma/Dip PFS qualified
• you will be experienced in providing a financial planning service to high net worth clients
• experience in managing and developing an existing client portfolio
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• knowledge and experience in pensions, investments, protection, taxation planning & trusts
• you will have strong business development and networking skills

Trade

• sales
• Sales

Earnings for position financial adviser

Responsibility

• AMG Search is currently looking for an IFA to join a leading national IFA organisation
• you will provide advice in pensions, investments, protection, taxation planning & trusts
• you will be given ownership of your clients to develop and complement with your own clients/connections
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• as our IFA you will build and develop trusted relationships with new and existing clients to drive business
• full paraplanning support will be given to help you provide an excellent service and spend time with your clients
• outstanding package and earnings potential
• as an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you

Requirements

• at least Diploma/Dip PFS qualified
• you will be experienced in providing a financial planning service to high net worth clients
• experience in managing and developing an existing client portfolio
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• knowledge and experience in pensions, investments, protection, taxation planning & trusts
• you will have strong business development and networking skills
• our client has a network of more than 200 independent financial advisers across the UK
• 13 offices nationwide
• £6 billion in assets under management
• A commitment to provide outstanding client value and support
• nearly 30 years of experience in the industry with ambitious growth plans
• this is a unique opportunity to join as an IFA with a progressive and ambitious business
• this is a unique opportunity to join as an IFA with a progressive and ambitious business. Apply today