— New opportunity

SENIOR FINANCIAL PLANNER – WORCESTER

📍 Worcester 💼 Permanent 💷 120,000 + bonus
ideally
CHARTERED
(or working towards)
clients
£800k
Average client size
client experience
HNW
Experience at this level
  • Worcester
  • 120,000 + bonus GBP / Year

Website AMG Search Ltd

Financial Planner – Worcester

Up to £120,000 salary for Senior + Bonus and benefits

About the Opportunity

AMG Search is delighted to be working with one of the UK’s leading wealth management firms to recruit Financial Planners based in London. Our client has a clear ambition to be the best wealth manager in the UK by service and investment performance by 2030, this is a business with serious momentum behind it.

These are growth roles as the firm looks to significantly increase its financial planning capability.

The Role

You will join a highly respected, integrated wealth management business working with high net worth clients.  Average client is £800k with a target to get this to c. £1m.

The business is office focused with advisers typically in 3 days per week, reflecting a collaborative, team based culture where advisers have direct access to senior management.

Key Details

  • Integrated model with Investment Managers
  • Average adviser tenure of 13 years, a business people stay and grow with
  • Player/manager opportunities available for those with management aspirations
  • Equity/share incentives available

Salary and Package

  • Completely flexible depending on experience
  • Senior advisers: c. £80,000 – £120,000
  • Competitive bonus and benefits package

Apply now.

Apply for this role

Complete the form below and we will be in touch within 24 hours. All applications are treated in strict confidence.

Apply for this role

    Full Name

    Email address

    Telephone

    Attach CV

    Covering Note

    Apply for this role

    Confidential — we never share your details without your permission

    Apply now

    Role details

    📍
    Location Worcester
    💷
    Salary 120,000 + bonus
    💼
    Type Permanent, Full Time

    Can't find the right role? Register with us and we'll be in touch when the right opportunity comes up.

    Register your CV