IFA - Barnstaple

Plymouth, Devon
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AMG Search is currently looking for an IFA to join a leading national IFA organisation.

As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you.

You will provide advice in pensions, investments, protection, taxation planning & trusts

You will be given ownership of your clients to develop and complement with your own clients/connections

As our IFA you will build and develop trusted relationships with new and existing clients to drive business

Full paraplanning support will be given to help you provide an excellent service and spend time with your clients

Outstanding package and earnings potential

To be considered for this outstanding IFA opportunity you will need the following skills and experience:

At least Diploma/Dip PFS qualified

You will be experienced in providing a financial planning service to high net worth clients

Experience in managing and developing an existing client portfolio

Knowledge and experience in pensions, investments, protection, taxation planning & trusts

You will have strong business development and networking skills

Our client has a network of more than 200 independent financial advisers across the UK

13 offices nationwide

£6 billion in assets under management

A commitment to provide outstanding client value and support

Nearly 30 years of experience in the industry with ambitious growth plans

This is a unique opportunity to join as an IFA with a progressive and ambitious business. Apply today

Job Info
CV-Library logo
Job Title:
IFA - Barnstaple
Company:
CV-Library
Location:
Plymouth, Devon
Salary:
£50000 - £75000 Per annum
Posted:
Sep 15th 2024
Closes:
Oct 16th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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