At a Glance
- Tasks: Deliver regulated financial advice and manage a portfolio of clients.
- Company: Forward-thinking, independent financial planning firm in Coventry.
- Benefits: Competitive salary, bonus scheme, hybrid working, and professional development support.
- Other info: Structured progression with mentorship and ongoing training towards Chartered status.
- Why this job: Kickstart your career with real clients and dedicated lead generation.
- Qualifications: Diploma-qualified professionals ready to grow into fully-fledged advisers.
Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity?
A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.
Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working
What Makes This Role Stand Out
- Start with substance - Inherit a portfolio of mass affluent clients to build early momentum
- Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary
- Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income
- Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings
- Professional development - Ongoing training, supervision, and study support towards Chartered status
What You’ll Get
- Base salary: £35,000 - £45,000 depending on experience and qualifications
- Bonus scheme linked to advice activity and client outcomes
We think you need these skills to ace Remote Associate Financial Adviser in Hull
Diploma in Financial Advice
Client Relationship Management
Regulated Financial Advice
Lead Generation
Portfolio Management
Communication Skills
Sales Skills
