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Financial Planner
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-07-30
Listing for:
AMG Search
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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 RoleYou 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
- 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
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