Chartered Financial Planner: Bespoke UK Wealth & Tax Advice

AMG Search; Coventry; On-site; GBP 70,000 - 85,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

AMG Search is guiding a leading UK wealth management and financial planning firm seeking a Financial Planner in Coventry. You will manage long-term client relationships and provide bespoke advice across pensions, investments, estate planning and protection.

Work with a support team to identify clients and deliver evolving recommendations within FCA standards. Ideal candidates will hold Chartered status (or equivalent), have UK market experience, and demonstrate strong technical knowledge across

Qualifications

• Chartered Financial Planner status preferred.
• Experience advising in the UK with knowledge of UK regulation and tax.
• Strong technical expertise across pensions, investments, taxation and estate planning.
• Excellent communication and a client-first mindset.

Responsibilities

• Manage and develop long-term client relationships.
• Provide tailored advice across pensions, investments, estate planning and protection.
• Work with a dedicated support team to engage clients and deliver evolving recommendations.
• Adhere to FCA regulatory standards.

Skills

Chartered status

UK market experience

Pensions

Investments

Estate planning

Tax knowledge

Communication skills

Client-first approach

Job description

AMG Search is guiding a leading UK wealth management and financial planning firm seeking a Financial Planner in Coventry. You will manage long-term client relationships and provide bespoke advice across pensions, investments, estate planning and protection.

Work with a support team to identify clients and deliver evolving recommendations within FCA standards. Ideal candidates will hold Chartered status (or equivalent), have UK market experience, and demonstrate strong technical knowledge across