Chartered Financial Planner: Bespoke UK Wealth & Tax Advice

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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