At a Glance
- Tasks: Manage and grow relationships with 40+ existing investment clients from day one.
- Company: Established Birmingham-based firm with a strong reputation in financial planning.
- Benefits: Remote/hybrid working, clear path for Chartered status, and career progression.
- Other info: Opportunity to work in a growing group with excellent career development.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Financial Planner with experience in holistic financial planning.
The predicted salary is between 49500 - 60500 £ per year.
AMC Ltd is seeking an experienced Financial Planner to join a well-established Birmingham-based firm.
You will inherit at least 40 existing investment clients from day one, with qualified leads provided by the business, focusing on holistic financial planning and client relationships.
The role offers remote/hybrid working and a clear path for Chartered status or progression within a growing group.
You should be a Level 4 Financial Planner ready to hit the ground running.
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Senior Financial Planner - Inherit 40+ Clients, Remote employer: Amc Ltd
AMC Ltd is an excellent employer that prioritises the growth and development of its employees, offering a clear path to Chartered status and opportunities for progression within a supportive and dynamic team. With a focus on holistic financial planning and strong client relationships, you will benefit from inheriting a substantial client base from day one, all while enjoying the flexibility of remote or hybrid working arrangements in a well-established Birmingham-based firm.
