Financial Planning and Wealth Management Advisor
6 days ago
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
- 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
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.
-
Wealth Management Advisor
6 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Service Planner to join our team at Bellamy Wealth Management Ltd.Key Responsibilities:Develop and maintain strong professional relationships with clients, both in person and remotely.Provide expert financial advice to clients, helping them meet their needs and objectives.Work...
-
Financial Planning Specialist
6 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial planners.Key ResponsibilitiesConduct in-depth reviews of clients' financial circumstances, current provision, and...
-
Financial Planning Specialist
5 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial planners.Key ResponsibilitiesConduct in-depth reviews of clients' financial circumstances, current provision, and...
-
Financial Planning Specialist
6 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
3 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
3 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
6 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob DescriptionFinancial Service PlannerAt Bellamy Wealth Management Ltd, we are seeking a skilled Financial Planner to join our team. The ideal candidate will hold a Level 4 Qualification in Financial Advice or have relevant professional experience.Key Responsibilities:Develop and maintain strong, lasting professional relationships with clients, both in...
-
Financial Planning Specialist
5 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.Key Responsibilities:Develop and implement...
-
Financial Planning Specialist
7 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.Key Responsibilities:Develop and implement...
-
Financial Planning Advisor
3 days ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Financial Planning AdvisorAbout the Role:We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at Premier Jobs UK Limited. As a Financial Planning Advisor, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key...
-
Financial Planning Advisor
3 days ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Financial Planning AdvisorAbout the Role:We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at Premier Jobs UK Limited. As a Financial Planning Advisor, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key...
-
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerAbout the OpportunityBellamy Wealth Management Ltd is seeking a skilled Financial Planner to join our team in Swindon. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
-
Wealth Management Advisor
5 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.Key Responsibilities:Develop and implement...
-
Wealth Management Advisor
7 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.Key Responsibilities:Develop and implement...
-
Investment Planning Consultant
5 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.Key Responsibilities:Develop and implement...
-
Investment Planning Consultant
7 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.Key Responsibilities:Develop and implement...
-
Financial Planner
5 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Financial Planner
6 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Financial Services Consultant
3 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob DescriptionJob Title: Financial Service PlannerCompany: Bellamy Wealth Management LtdJob Type: Full-timeJob Summary:We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals...
-
Financial Services Consultant
3 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeJob DescriptionJob Title: Financial Service PlannerCompany: Bellamy Wealth Management LtdJob Type: Full-timeJob Summary:We are seeking a highly skilled and experienced Financial Service Planner to join our team. As a Financial Service Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals...