Financial services and wealth management positions across the UK — searched and placed with precision.
The Role You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice. Key Details Location: Cornwall Salary: to £75,000 plus uncapped bonus […]
The Role You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice. Key Details Location: Inverness Salary: £70,000 – £75,000 plus benefits […]
The Role You will build and develop trusted relationships with existing and prospective clients, providing financial planning and wealth management advice within an agreed business plan. You will lead client meetings and make tailored recommendations covering retirement planning, investments, inheritance tax and tax efficiency. Regular reviews will keep each client’s strategy in line with their […]
You will build and develop trusted relationships with existing and prospective clients, providing financial planning and wealth management advice within an agreed business plan. You will lead client meetings and make tailored recommendations covering retirement planning, investments, inheritance tax and tax efficiency. Regular reviews will keep each client’s strategy in line with their circumstances and […]
You will give holistic, independent financial advice to private clients across Cheshire and the wider North West. You will manage and grow a portfolio of client relationships, carry out fact finds and ongoing reviews, and recommend solutions across pensions, investments, retirement planning and protection. You will have the backing of experienced paraplanning and administration teams, […]
You will give holistic, independent financial advice to private clients across Surrey and the surrounding Home Counties. You will manage and develop a portfolio of client relationships, carry out fact finds and annual reviews, and recommend solutions across pensions, investments, retirement planning and protection. Experienced paraplanning and administration teams will support you, so you can […]
You will give holistic, independent financial advice to private clients across Exeter and the wider Devon area. You will manage and grow a portfolio of client relationships, carry out fact finds and regular reviews, and recommend suitable solutions across pensions, investments, retirement planning and protection. You will be supported by experienced paraplanning and administration teams, […]
Our client is seeking an ambitious Associate Financial Planner to join its growing Lancashire team. This is a top-ten UK wealth manager by assets under management, with a national presence and a strong reputation. The firm has expanded significantly in recent years and offers a genuine platform for driven professionals to build a long-term career […]
Financial Planner – London (HNW) Up to £140,000 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 […]
Financial Planner (x2) | Edinburgh (Hybrid) – Salary: £60,000 to £90,000 + Bonus + Equity Incentives + Benefits About the Opportunity AMG Search is delighted to be working with a well-established, Chartered independent financial planning firm in Edinburgh to recruit two Financial Planners. These are growth roles driven by excess client demand and represent a […]
Our client has an exciting opportunity for an Independent Financial Adviser to join their team in Edinburgh. There is a high-quality, existing client bank with an average portfolio of £350k, predominantly based in and around Edinburgh. The role at a glance Client households – c. 70 Average portfolio -£350k Base salary – £75k–85k What is […]
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