Financial Planner in Coventry

Financial Planner – Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We\’re working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a client-facing role with flexibility built in – a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You\’ll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships. Why this role stands out :

• No validation targets – just a commitment to quality advice and strong performance.
• Some clients provided, but you\’ll also have the freedom to build your own network.
• Chartered status preferred, but support is available if you\’re still working toward it.

What they\’re looking for :

• 3+ years working as a Financial Planner.
• Level 4 qualified (Diploma in Regulated Financial Planning) – Chartered or happy to work toward.
• Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning.
• Confidence in generating new client opportunities and building professional relationships.

A strong ethical compass and c…

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