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Financial Planning Specialist
2 months ago
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.