Independent Financial Adviser

AMG Search Limited; Nottingham; On-site; GBP 50,000 - 75,000; Full time

Job summary

AMG Search Limited is seeking an experienced Independent Financial Adviser to service private clients across Cheshire and the North West. You will deliver holistic financial planning, carry out fact finds, and build a growing portfolio while working with paraplanners and administration teams to keep your focus on client advice.

The role is permanent and full-time with a salary of £50,000 to £75,000 dependent on experience.

Qualifications

• Experience as an Independent Financial Adviser or Financial Planner.
• Level 4 Diploma (DipPFS or equivalent); Chartered status is an advantage.
• Sound knowledge across pensions, investments and retirement planning.
• Ability to build trusted, long-term client relationships.
• A clean regulatory record.
• A well-organised approach and a commitment to compliant, high-quality advice.

Responsibilities

• Provide holistic independent financial advice to private clients across Cheshire and the North West.
• Manage and grow a portfolio of client relationships, conduct fact finds and reviews.
• Recommend solutions across pensions, investments, retirement planning and protection.

Skills

Client relations

Financial advice

Pensions

Investments

Education

Level 4 Diploma (DipPFS or equivalent)

Chartered status desirable

Job description

You will give holistic, independent financial advice to private clients across Cheshire and the wider North West. You will manage and grow a portfolio of client relationships, carry out fact finds and ongoing reviews, and recommend solutions across pensions, investments, retirement planning and protection. You will have the backing of experienced paraplanning and administration teams, so your time stays focused on advice.

Key Details

• Location: Cheshire
• Permanent, full time
• Salary: £50,000 to £75,000 depending on experience
• Qualifications: Level 4 Diploma (DipPFS or equivalent) required; Chartered Financial Planner status desirable
• Scope: Independent, whole of market advice to private clients across Cheshire and the North West

Salary and Package
The basic salary range is £50,000 to £75,000 depending on experience. Benefits and further package details are available on request and will be discussed in confidence.

What We Are Looking For

• Experience as an Independent Financial Adviser or Financial Planner
• Level 4 Diploma (DipPFS or equivalent); working towards or holding Chartered status is an advantage
• Sound technical knowledge across pensions, investments and retirement planning
• The ability to build trusted, long-term client relationships
• A clean regulatory record
• A well-organised approach and a commitment to compliant, high-quality advice