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Chartered Financial Planner: Bespoke Wealth & Tax Advice

Job in Coventry, West Midlands, CV1, England, UK
Listing for: AMG Search
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 85000 GBP Yearly GBP 70000.00 85000.00 YEAR
Job Description & How to Apply Below

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

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