Chartered Financial Planner

AMG Search; Hertford (NC); On-site; USD 107,628 - 127,808; Full time

Job summary

AMG Search in Hertford, United Kingdom, seeks a Chartered Financial Planner to deliver whole-of-market, bespoke advice within a well-resourced environment that integrates financial planning with accountancy and tax expertise.

You will manage and develop long-term client relationships, providing tailored advice across pensions, investments, estate planning and protection, while working with a dedicated support team to identify and engage clients and deliver recommendations that evolve with their

Qualifications

• Chartered Financial Planner status required.
• 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 client-first approach.

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 identify and engage clients.
• Analyse clients' financial circumstances and deliver evolving recommendations within FCA standards.

Skills

Chartered Financial Planner

UK market experience

UK tax knowledge

Pensions investments

Estate planning

Communication skills

Job description

About the Opportunity

A leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Chartered Financial Planner in Hertford. 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: Hertford, Hertfordshire


• Salary: £80,000 – £95,000, dependent on experience + bonus and benefits

What We Are Looking For

• 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