Financial Planner

Ortus PSR Ltd.; Coventry; On-site; GBP 50,000 - 65,000; Full time

Job summary

A respected Chartered Financial Planning firm in Coventry seeks an experienced Independent Financial Adviser to provide holistic advice and build strong client relationships. The role offers a salary of up to £65,000, a bonus model, and support towards Chartered status. Ideal for those driven by values and compliance in a thriving practice.

Benefits

Attractive 2x validation bonus model (uncapped)

Pension and PMI

Qualifications

• Experience in an Independent Financial Adviser or Wealth Manager role.
• Strong technical knowledge of pensions, investments, and tax-efficient planning.
• Progress toward Chartered status welcomed (full support provided).

Responsibilities

• Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning.
• Conduct thorough fact-finds, risk profiling, and cashflow modelling.
• Present clear, compliant recommendations both face-to-face and in writing.
• Build and nurture long-term client relationships based on trust and integrity.
• Collaborate closely with in-house paraplanning and administrative teams.
• Maintain up-to-date knowledge of industry regulations and FCA compliance standards.
• Support business development through referrals & introducers.

Skills

Client-focused advisory

Interpersonal skills

Communication skills

Technical knowledge of pensions

Tax-efficient planning

Education

Minimum Level 4 Diploma in Regulated Financial Planning

Job description

Overview

Independent Financial Adviser / Wealth Manager – Chartered Firm | Office-Based | Coventry

Join a highly respected Chartered Financial Planning and Employee Benefits Practice, directly authorised by the FCA, and known for its commitment to delivering clear, personalised, and professional financial advice.

As part of our continued growth, we’re seeking an experienced Independent Financial Adviser (IFA) to join our advisory team in Coventry. With access to an established client base, full paraplanning and admin support, and a focus on long-term client outcomes—not sales quotas—this is the ideal environment for a values-driven adviser ready to thrive in a compliant, client-centric practice.

Salary & Benefits

Salary: Up to £65,000 depending on experience

Bonus: Attractive 2x validation bonus model (uncapped)

Pension and PMI

Responsibilities

• Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning
• Conduct thorough fact-finds, risk profiling, and cashflow modelling
• Present clear, compliant recommendations both face-to-face and in writing
• Build and nurture long-term client relationships based on trust and integrity
• Collaborate closely with in-house paraplanning and administrative teams
• Maintain up-to-date knowledge of industry regulations and FCA compliance standards
• Support business development through referrals & introducers

Requirements

• Minimum Level 4 Diploma in Regulated Financial Planning
• Experience in an IFA or Wealth Manager role
• Strong technical knowledge of pensions, investments, and tax-efficient planning
• Highly client-focused with excellent interpersonal and communication skills
• Progress toward Chartered status welcomed (full support provided)