Current jobs related to Financial Planning Specialist - Carmarthen, Carmarthenshire - AMG Search


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Opportunity to Excel in Financial ServicesThis is a chance to work with a respected IFA firm that continually enhances their client proposition and gains recognition in the industry press.You will be provided with quality leads and an existing client bank, allowing you to focus on delivering exceptional service and building strong relationships.Key...


  • Carmarthen, Carmarthenshire, United Kingdom Yolk Recruitment Ltd Full time

    Our dynamic organisation is seeking a highly skilled Senior Financial Planning Accountant to play a pivotal role in shaping financial insights and supporting strategic decision-making across departments.About the RolePrepare and review accurate monthly management accounts and performance reports for senior leadership, leveraging advanced Excel skills.Act as...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Unique Opportunity for Experienced Financial AdvisorsAre you a seasoned Financial Advisor seeking a new challenge in a home-based role? Premier Jobs UK Limited is offering a unique opportunity for experienced professionals to join their team as an Independent Financial Advisor.This is a chance to work with a highly respected IFA firm that is continually...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Unique Opportunity for Experienced Financial AdvisorsAre you a seasoned Financial Advisor seeking a new challenge in a home-based role? Premier Jobs UK Limited is offering a unique opportunity for experienced professionals to join their team as an Independent Financial Advisor.This is a chance to work with a highly respected IFA firm that is continually...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Job SummaryA highly respected Independent Financial Advisor firm is seeking an experienced Financial Advisor to join their team.The ideal candidate will have a Level 4 Diploma in financial planning and be able to provide high-quality advice to clients.Key responsibilities include servicing existing clients, converting business opportunities and building a...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished, highly motivated CCAB or equivalent qualified accountant to join our ambitious team as a Finance Business Partner. This role supports the Senior Finance Business Partner and Deputy Director of Finance in providing high quality and robust strategic financial management business support and customer focused...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    **Exciting Opportunity for a Financial Advisor**This role offers a unique chance to join a respected IFA firm as a Home-Based Financial Advisor. You will be responsible for servicing existing clients, converting business opportunities, and building your portfolio through proactive activities.Key Requirements:Level 4 Diploma qualified Financial Advisor with...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen, working from home with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business...

  • Office Administrator

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Office Manager Job DescriptionYour new company is an exciting and growing organisation based in Carmarthen. This organisation is seeking a proactive and organised individual to join their team on a permanent basis.Job Role and ResponsibilitiesOversee daily office operations to ensure efficiency and productivity.Manage office supplies inventory and place...

  • Office Administrator

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Office Manager Job DescriptionYour new company is an exciting and growing organisation based in Carmarthen. This organisation is seeking a proactive and organised individual to join their team on a permanent basis.Job Role and ResponsibilitiesOversee daily office operations to ensure efficiency and productivity.Manage office supplies inventory and place...

  • Accounts Specialist

    3 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom Perfect Placement Full time

    Accounts Assistant OpportunityWe are seeking a skilled Accounts Assistant to join our team at Perfect Placement. As a key member of our finance department, you will be responsible for managing the input of purchase ledger invoices, preparing daily banking, and reconciling control accounts.Key Responsibilities:Input of purchase ledger invoicesPreparation of...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryAn exciting opportunity has arisen for a full-time experienced Nutrition Specialist Nurse to join the team at Hywel Dda University Health Board.Main ResponsibilitiesThe post holder will be responsible for a caseload of patients with enteral and parenteral feeding tubes, coordinating their inpatient and community care, working with the...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryAn exciting opportunity has arisen for a full-time experienced Nutrition Specialist Nurse to join the team at Hywel Dda University Health Board.Main ResponsibilitiesThe post holder will be responsible for a caseload of patients with enteral and parenteral feeding tubes, coordinating their inpatient and community care, working with the...


  • Carmarthen, Carmarthenshire, United Kingdom Health Jobs UK Full time

    Job OverviewAn exciting opportunity has arisen for a highly motivated and skilled individual to join our Finance Directorate as a Finance Business Partner.The successful candidate will be integral in making a meaningful difference for our local population, supporting the Health Board. The role will require the translation and triangulation of operational...


  • Carmarthen, Carmarthenshire, United Kingdom Health Jobs UK Full time

    Job OverviewAn exciting opportunity has arisen for a highly motivated and skilled individual to join our Finance Directorate as a Finance Business Partner.The successful candidate will be integral in making a meaningful difference for our local population, supporting the Health Board. The role will require the translation and triangulation of operational...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the roleThe ideal candidate will be responsible for supporting the Recruitment Campaign Specialist on a range of recruitment campaigns across Hywel Dda University Health Board.Main dutiesAssist the Recruitment Campaign Specialist with planning, implementation, and delivery of specific recruitment projects.Provide administrative support for recruitment...


  • Carmarthen, Carmarthenshire, United Kingdom Direct Medics Full time

    We are seeking a Specialist Learning Disabilities Professional to join our team at Direct Medics. The ideal candidate will have experience in working with individuals with learning disabilities and will be able to provide high-quality care and support.Key Responsibilities:Provide specialist care and support to individuals with learning disabilitiesWork...

  • Nurse Specialist

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom NHS Full time

    About the RoleWe are seeking a highly motivated and patient-focused Long Term Care Specialist Nurse to join our team. As a key member of our NHS Long Term Care Service, you will be responsible for providing high-quality care to patients in care homes across the Hywel Dda University Health Board area.Key ResponsibilitiesAssess and care for patients with...

  • Nurse Specialist

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom NHS Full time

    About the RoleWe are seeking a highly motivated and patient-focused Long Term Care Specialist Nurse to join our team. As a key member of our NHS Long Term Care Service, you will be responsible for providing high-quality care to patients in care homes across the Hywel Dda University Health Board area.Key ResponsibilitiesAssess and care for patients with...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished and highly motivated Associate Finance Business Partner to join our team at Hywel Dda University Health Board. As a key member of our finance team, you will provide high-quality and robust strategic financial management business support and customer-focused financial support for our directorates.Key...

Financial Planning Specialist

2 months ago


Carmarthen, Carmarthenshire, United Kingdom AMG Search Full time

AMG Search is seeking a skilled IFA to collaborate with a leading national IFA organization. As an IFA, you will provide high-quality financial planning and wealth management advice to a dedicated client base. Your expertise will encompass pensions, investments, protection, taxation planning, and trusts. You will be responsible for building and maintaining trusted relationships with clients to drive business growth. The organization offers full paraplanning support to enable you to deliver exceptional service and focus on client interactions. The role offers an outstanding package and significant earnings potential. To be considered, you must possess the following qualifications and experience:

* Diploma/Dip PFS qualification
* Experience in providing financial planning services to high net worth clients
* Proven ability to manage and develop an existing client portfolio
* Strong business development and networking skills

The organization has a network of over 200 independent financial advisers across the UK, with 13 offices nationwide and £6 billion in assets under management. They are committed to delivering outstanding client value and support, with nearly 30 years of experience in the industry and ambitious growth plans.