Financial Planner

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

We are working with a leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Financial Planner in Coventry. This is an opportunity to deliver whole-of-market, bespoke advice within a well-resourced environment that integrates financial planning with accountancy and tax expertise.

The Role

You will manage and develop long-term client relationships, providing tailored advice across pensions, investments, estate planning and protection. Working alongside a dedicated support team, you will identify and engage clients, analyse their financial circumstances and deliver recommendations that evolve with their needs – all within FCA regulatory standards.

Key Details

• Location: Coventry
• Salary: £70,000 – £85,000, dependent on experience + bonus and benefits

What We Are Looking For

• Ideally Chartered Financial Planner status
• Proven experience advising in the UK market with strong knowledge of UK regulation and tax
• Strong technical expertise across pensions, investments, taxation and estate planning
• Excellent communication skills and a genuine client-first approach