Independent Financial Adviser for Private Clients – Exeter

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

Job summary

AMG Search Limited is seeking an Independent Financial Adviser to deliver holistic, independent financial advice to private clients across Exeter and the South West. You will manage a portfolio, perform fact finds and regular reviews, and recommend suitable pension, investment, retirement planning and protection solutions.

The role includes support from experienced paraplanning and administration teams, enabling a focus on advice and client service.

Qualifications

• Experience as an Independent Financial Adviser or Financial Planner.
• Level 4 Diploma (DipPFS or equivalent); working towards or holding Chartered status is an advantage
• A strong grasp of pensions, investments and retirement planning
• A client-first approach and the ability to build lasting relationships
• A clean regulatory record
• Good organisation and a commitment to high-quality, compliant advice

Responsibilities

• Provide holistic, independent financial advice to private clients across Exeter and Devon.
• Manage and grow a portfolio of client relationships, with regular reviews.
• Carry out fact finds and recommend suitable pension, investment, retirement and protection solutions.

Skills

Client relationship management

Financial guidance

Regulatory compliance

Education

DipPFS Level 4 Diploma

Chartered status desirable

Job description

AMG Search Limited is seeking an Independent Financial Adviser to deliver holistic, independent financial advice to private clients across Exeter and the South West. You will manage a portfolio, perform fact finds and regular reviews, and recommend suitable pension, investment, retirement planning and protection solutions.

The role includes support from experienced paraplanning and administration teams, enabling a focus on advice and client service.