At a Glance
- Tasks: Manage client relationships and provide tailored financial advice across various sectors.
- Company: Leading UK wealth management firm with a strong reputation.
- Benefits: Competitive salary, bonuses, and comprehensive benefits package.
- Other info: Join a dynamic team with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial lives while working in a supportive environment.
- Qualifications: Chartered Financial Planner status and proven UK market experience required.
The predicted salary is between 70000 - 85000 £ per year.
We are working with a leading UK wealth management and financial planning firm, part of a top-ten accountancy group, 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
Financial Planner in Coventry employer: AMG Search
AMG Search offers a dynamic and supportive work environment, making it an excellent employer for those seeking to lead in the wealth management sector. With a strong focus on employee development and a hybrid working model that promotes work-life balance, team leaders can thrive while overseeing a dedicated group of professionals in Leeds. The company values high standards of client service and fosters a culture of collaboration and growth, ensuring that employees are well-equipped to succeed in their roles.
