Financial Planner

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

Job summary

AMG Search is partnering with a leading UK wealth management and financial planning firm to appoint a Financial Planner in Nottingham. The role delivers whole-of-market, bespoke advice within a well-resourced environment that integrates financial planning with accountancy and tax expertise.

You'll manage and develop long-term client relationships, delivering tailored advice across pensions, investments, estate planning and protection.

Qualifications

• Chartered Financial Planner status preferred.
• Experience advising in UK market with knowledge of UK regulation and tax.
• Strong technical expertise across pensions, investments, taxation and estate planning.

Responsibilities

• Manage and develop long-term client relationships, providing tailored advice across pensions, investments, estate planning and protection.
• Identify and engage clients, analyse financial circumstances and deliver evolving recommendations within FCA standards.

Skills

Chartered status

UK market experience

Regulation & tax knowledge

Pensions & investments

Estate planning

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 Nottingham. 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: Nottingham
• 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