Independent Financial Adviser

AMG Search Limited; Inverness; On-site; GBP 70,000 - 75,000; Full time

Benefits offered by this job

Uncapped bonus

Comprehensive benefits

Job summary

AMG Search Limited in Inverness is seeking an experienced IFA to own an existing client book and deliver independent, whole-of-market advice on investments, pensions, retirement planning and protection.

You will be backed by experienced paraplanning and administrative support, enabling you to focus on building client relationships and delivering compliant, outcomes-focused advice. This role offers a strong on-target bonus potential and a comprehensive benefits package.

Qualifications

• Qualified IFA with proven advisory track record.
• Level 4 Diploma in Regulated Financial Planning completed.
• Chartered status desirable is a plus.

Responsibilities

• Own an existing book of clients and build relationships.
• Provide independent, whole-of-market advice on investments, pensions, retirement planning and protection.
• Work with paraplanners and admin support to focus on client delivery.

Skills

Client relationship management

Financial advisory experience

Investments & pensions knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

The Role

You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice.

Key Details

• Location: Inverness
• Salary: £70,000 – £75,000 plus benefits and uncapped bonus
• Qualifications: Level 4 Diploma in Regulated Financial Planning (Chartered status desirable)
• Scope: Established client bank, with further clients transitioning over time

Salary and Package

The basic salary is £70,000 to £75,000 plus a comprehensive benefits package.

What We Are Looking For

• A qualified IFA with a proven advisory track record
• A strong relationship-builder who can take on and develop an existing client base
• A sound understanding of investment, pension and retirement planning
• A client-focused, compliant approach to advice