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- Tasks: Provide comprehensive financial planning and manage client relationships while generating new business.
- Company: Well-established independent financial planning firm with a supportive culture.
- Benefits: Competitive salary up to £65,000, attractive bonuses, and hybrid working options.
- Why this job: Inherit an established client base and grow your own portfolio in a respected firm.
- Qualifications: Diploma qualified Financial Adviser with 2-5 years' experience and strong communication skills.
- Other info: Opportunity for career growth in a dynamic and inclusive environment.
The predicted salary is between 46800 - 78000 £ per year.
Are you an ambitious Financial Planner looking to take the next step in your career, with the perfect blend of existing clients and room to grow? We’re working with a well-established independent financial planning firm that’s looking to hire a talented Independent Financial Planner to join their expanding team. This is a fantastic opportunity for an Adviser with 2-5 years’ experience who’s confident managing client relationships, generating new business and delivering holistic financial planning advice.
You’ll benefit from an existing client base, including a number of long-standing relationships transitioning from a retiring Adviser, while also being encouraged and supported to build your own portfolio of clients.
The Role- Provide comprehensive financial planning across pensions, investments, protection and IHT planning
- Take over a warm portfolio of established clients, ensuring continuity of service and building long-term relationships
- Proactively identify new business opportunities and generate referrals through professional connections, networking and client recommendations
- Work collaboratively with Paraplanners and Administrators to deliver compliant, tailored financial advice
- Maintain high professional and ethical standards in line with FCA regulations
- Basic salary up to £65,000, depending on experience
- Attractive bonus structure linked to performance and new business generation
- Client bank provided, with additional clients available through succession planning
- Hybrid working (office-based and client meetings across Worcestershire)
- Excellent administrative and paraplanning support
- Genuine opportunity to build and grow your client base within a respected independent firm
- Diploma qualified (level 4) Financial Adviser, ideally progressing toward Chartered status
- 2-5 years’ experience providing regulated financial advice
- Proven relationship builder with strong communication and business development skills
- Confident delivering holistic advice and managing client portfolios
- Self-motivated, proactive and eager to grow within a supportive, forward-thinking environment
This role offers the ideal mix of stability and opportunity, an established client base to inherit, plus the autonomy to develop your own book and shape your future success. Apply today or get in touch for a confidential chat to learn more.
Independent Financial Adviser in Coventry employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Coventry
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join professional groups, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can lead to referrals and new opportunities.
✨Showcase Your Expertise
Consider hosting workshops or webinars to demonstrate your financial planning skills. This not only positions you as an expert but also helps you engage with potential clients. Plus, it’s a great way to build your personal brand!
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and success stories. Engaging with your network online can keep you top of mind for those looking for financial advice. Don’t forget to connect with existing clients too!
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows your enthusiasm and gives us a chance to see your application in the best light. Plus, we love hearing from ambitious Financial Planners like you!
We think you need these skills to ace Independent Financial Adviser in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 2-5 years of experience in financial advice and any relevant qualifications, like your Diploma or progress towards Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've built client relationships and generated new business, showing us your proactive approach.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and professional. Use concise language and structure your thoughts well to demonstrate your ability to convey complex information effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our expanding team.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and IHT planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Relationship Skills
Since this role involves managing client relationships, be prepared to share examples of how you've built and maintained strong connections in the past. Highlighting your communication skills and ability to generate referrals will set you apart.
✨Demonstrate Your Proactivity
The firm is looking for someone self-motivated and eager to grow. Come ready with ideas on how you would identify new business opportunities and expand your client base. This shows that you're not just waiting for clients to come to you!
✨Align with Their Values
Familiarise yourself with the company's commitment to diversity, equity, and inclusion. Be ready to discuss how you can contribute to a positive company culture and uphold high professional standards in line with FCA regulations.
