Financial Planner

Ellis James Partners Limited; Coventry; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A well-established wealth management firm in Coventry seeks an experienced Financial Planner for a flexible, employed role. You will provide quality financial advice in a client-facing environment with a mix of office and remote work. The ideal candidate has over 3 years of experience and the Level 4 qualification in financial planning. This position offers a competitive salary of £60,000-£70,000 plus bonus and benefits.

Benefits

Generous benefits

Structured development

Flexible working

Qualifications

• 3+ years working as a Financial Planner.
• Chartered status preferred, or willing to work toward it.
• Proven experience across pensions, investments, protection, and tax planning.

Responsibilities

• Provide quality financial advice without validation targets.
• Build a strong network of clients with some provided.
• Support clients in various financial areas including tax and investments.

Skills

Holistic financial advice

Client relationship building

Generating new client opportunities

Confidence in financial planning

Education

Level 4 qualification (Diploma in Regulated Financial Planning)

Job description

Financial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships. Why this role stands out :

• No validation targets - just a commitment to quality advice and strong performance.
• Some clients provided, but you'll also have the freedom to build your own network.
• Chartered status preferred, but support is available if you're still working toward it.

What they're looking for :

• 3+ years working as a Financial Planner.
• Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward.
• Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning.
• Confidence in generating new client opportunities and building professional relationships.

A strong ethical compass and c...