FINANCIAL PLANNER – LEEDS

About the Opportunity

AMG Search is delighted to be working with a well-established, specialist financial services firm to recruit a Specialist Financial Adviser covering the Leeds & Yorkshire area.

This is a home based role with the large majority of client appointments conducted remotely, offering genuine flexibility over your diary and working pattern.

The Role

• Expectation of 3 to 5 first appointments per week plus 1 second appointment
• Well balanced business mix across protection, IHT, pensions and commercial investments
• Complete autonomy over diary and client management

Salary and Package

• Basic salary: to c. £60,000
• Car allowance: c. £6,000
• Bonus: £17,500 at 100% target plus separate bonus
• Pension contribution

Working Pattern

• Home based with remote client appointments
• Full flexibility and autonomy over diary management

What We Are Looking For

• Experience in financial advice
• Strong client relationship management skills
• Comfortable working autonomously and managing your own diary
• Motivated by working with a high quality, established client bank
• DipPFS qualified as a minimum

Apply now.