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Financial Planner

Posted: 16/09/24
Recruiter:AMG Search
Reference:2823889990
Type:Permanent
Salary:£60,000 - £65,000 Annual
Location:Edinburgh
Description:

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!

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