Financial Planning and Wealth Management Advisor

6 days ago


Swindon, Swindon, United Kingdom AMG Search Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning and Wealth Management Advisor to join our team at AMG Search. As an IFA, you will be responsible for providing expert financial planning and wealth management advice to a quality client bank.

Key Responsibilities
  • Provide financial planning and wealth management advice to clients
  • Develop and maintain strong relationships with clients to drive business growth
  • Manage and develop an existing client portfolio
  • Stay up-to-date with industry developments and regulatory changes
  • Work closely with the paraplanning team to provide excellent service to clients
Requirements
  • Diploma/Dip PFS qualification
  • Experience in providing financial planning services to high net worth clients
  • Knowledge and experience in pensions, investments, protection, taxation planning, and trusts
  • Strong business development and networking skills
About the Company

Our client is a leading national IFA organisation with a network of over 200 independent financial advisers across the UK. They have 13 offices nationwide and manage £6 billion in assets under management. They are committed to providing outstanding client value and support, and have nearly 30 years of experience in the industry with ambitious growth plans.



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