SENIOR FINANCIAL ADVISER OPPORTUNITIES – EDINBURGH

Full Job Description

AMG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group.

• As a Financial Planner you will be joining an ambitious and fast growing business.
• New owners have big plans through growth and expansion.
• You will be a Financial Planner with your own client portfolio of c £30 m+ that will follow you and for which you will be handsomely rewarded (covenant periods will be honoured)
• Our client will pay above market for the right people – nothing off the table!
• Partnership and equity stake in the business offered with significant six figure potential.
• All Admin and paraplanning support provided.
• Can be based anywhere in Scotland.

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 have a personal portfolio of clients, £30m+.
• You will have very strong client relationship and business development skills.
• Knowledge and experience in pensions, investments, protection, taxation planning & trusts.

Our client is a modern, dynamic and fast growing private wealth and investment group with 400 employees.

• £20bn of client assets with plans to grow to £50bn.
• Clients include individuals, business owners and professional partners and families.
• Financial planning is front and centre of future strategy.

Is this you?  This is a unique opportunity to take a major step forward with your career and join this outstanding organisation.