IFA – Lothian

April 12, 2024
£50000 - £50000

Job Description

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.