Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and grow a warm client portfolio while building your own.
- Company: Established financial planning firm in Coventry with a supportive environment.
- Benefits: Attractive salary up to £65,000, performance bonuses, and excellent admin support.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: 2-5 years of experience in financial planning and strong communication skills.
- Other info: Hybrid role offering flexibility and great career development opportunities.
The predicted salary is between 39000 - 65000 £ per year.
A well-established independent financial planning firm in Coventry is seeking an Independent Financial Planner. This role offers the opportunity to inherit a warm client portfolio while also building your own. Ideal for someone with 2-5 years of experience, strong communication skills, and a proactive attitude.
You will be supported with excellent administrative assistance and an attractive compensation package including a salary up to £65,000 and bonuses based on performance.
Independent Financial Planner Hybrid Role with Client Book in Coventry employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Planner Hybrid Role with Client Book in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. You never know who might have a lead on that perfect role or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and come armed with questions that show your interest. We want to see you shine and demonstrate how you can add value to their team.
✨Tip Number 3
Showcase your client management skills! Since this role involves inheriting a client book, be ready to discuss your experience in building relationships and managing client expectations effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Independent Financial Planner Hybrid Role with Client Book 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 planning and any relevant achievements that showcase your proactive attitude.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Share your passion for financial planning and how you can contribute to our firm while also mentioning your communication skills.
Showcase Your Client Management Skills: Since you'll be inheriting a client portfolio, it’s important to demonstrate your ability to manage and grow client relationships. Include examples of how you've successfully built rapport with clients in the past.
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
Make sure you’re familiar with key financial concepts and metrics relevant to the role. Brush up on your knowledge of investment strategies, risk management, and client relationship management. This will show that you’re not just a people person but also someone who understands the financial landscape.
✨Showcase Your Client Management Skills
Since this role involves inheriting a client portfolio, be prepared to discuss your experience in managing client relationships. Share specific examples of how you've built trust and rapport with clients in the past. Highlight any proactive strategies you've used to enhance client satisfaction and retention.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm’s culture, their approach to client management, and how they support their planners. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the role is hybrid, first impressions matter. Dress professionally for the interview, as it reflects your seriousness about the position. A smart appearance can set a positive tone and help you feel more confident during the conversation.
