Hybrid Financial Planner - Grow Client Relationships & Advice

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

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.