Independent Financial Planner for Private Clients NW

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

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.