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Financial Planning Specialist

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Carmarthen, Carmarthenshire, United Kingdom AMG Search Full time

AMG Search is seeking a skilled IFA to join their team. As a key member, you will provide high-quality financial planning and wealth management advice to a portfolio of clients. Your expertise will be utilized to develop and maintain trusted relationships with clients, driving business growth and expansion. The ideal candidate will possess a strong background in financial planning, with experience in managing client portfolios and providing advice on pensions, investments, protection, taxation planning, and trusts. Additionally, they will have excellent business development and networking skills, with a proven track record of success in a similar role. The company offers a comprehensive package, including full paraplanning support, to ensure the successful candidate can deliver an exceptional service to clients. With a strong commitment to client value and support, this is an exciting opportunity for a motivated and experienced IFA to join a progressive and ambitious business.