Financial Planner

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 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