At a Glance
- Tasks: Engage with clients, deliver financial advice, and build relationships.
- Company: Forward-thinking financial planning firm with a supportive culture.
- Benefits: Competitive salary, bonus scheme, hybrid working, and professional development.
- Other info: Structured progression and ongoing training towards Chartered status.
- Why this job: Start your career with real clients and dedicated support to grow.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience.
The predicted salary is between 35000 - 50000 £ per year.
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
- Existing client bank + active lead generation support
- Paraplanning and admin support to keep your focus where it matters
- Full backing for CPD, further qualifications, and long-term career growth
- Hybrid working with access to modern offices in Coventry
Your Responsibilities
- Engage with clients virtually and in person to understand their financial goals
- Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
- Follow up on qualified leads and maintain ongoing relationships with your allocated client base
- Prepare and present financial recommendations under supervision as needed
- Collaborate with paraplanners and compliance teams to ensure advice quality and governance
- Stay informed of market developments and regulatory changes to support informed advice delivery
What You'll Bring
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Experience in a paraplanner with client-facing experience, trainee adviser
- A genuine desire to progress into a client-facing advice role
- Strong communication and relationship-building skills
