Ifa

5 days ago


Birmingham, United Kingdom AMG Search Full time

**AMG Search is currently looking for an IFA to join a leading national IFA organisation.**
- As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you.
- You will provide advice in pensions, investments, protection, taxation planning & trusts
- You will be given ownership of your clients to develop and complement with your own clients/connections
- As our IFA you will build and develop trusted relationships with new and existing clients to drive business
- Full paraplanning support will be given to help you provide an excellent service and spend time with your clients
- Outstanding package and earnings potential

**To be considered for this outstanding IFA opportunity you will need the following skills and experienc**e:

- At least Diploma/Dip PFS qualified
- You will be experienced in providing a financial planning service to high net worth clients
- Experience in managing and developing an existing client portfolio
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts
- You will have strong business development and networking skills

**Our **client has a network of more than 200 independent financial advisers across the UK**
- 13 offices nationwide
- £6 billion in assets under management
- A commitment to provide outstanding client value and support
- Nearly 30 years of experience in the industry with ambitious growth plans

This is a unique opportunity to join as an IFA with a progressive and ambitious business.


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