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Financial Planner

Posted 15 hours 24 minutes ago by AMG Search

Permanent
Full Time
Other
Nottinghamshire, Nottingham, United Kingdom, NG1 1
Job Description

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 Nottingham. 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: Nottingham
  • 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
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