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Chartered Financial Planner
Job in
Hertford, Perquimans County, North Carolina, 27944, USA
Listed on 2026-09-12
Listing for:
AMG Search
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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 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:
Hertford, Hertfordshire - Salary: £80,000 – £95,000, dependent on experience + bonus and benefits
- 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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