Independent Financial Adviser for Private Clients – Exeter

Independent Financial Adviser for Private Clients – Exeter

Exeter Full-Time On-site
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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.

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Contact Details:

AMG Search Limited Recruitment Team