Independent Financial Adviser

IDEX Consulting; Coventry; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

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'll be supported with excellent administrative assistance and an attractive compensation package including a salary up to £65,000 and bonuses based on performance.

Benefits

Attractive bonus structure

Hybrid working

Excellent administrative support

Qualifications

• 2-5 years' experience providing regulated financial advice.
• Confident delivering holistic advice and managing client portfolios.
• Self-motivated and proactive in a supportive environment.

Responsibilities

• Provide comprehensive financial planning across pensions and investments.
• Take over a warm portfolio of established clients.
• Identify new business opportunities and generate referrals.

Skills

Relationship building

Communication

Business development

Holistic financial advice

Education

Diploma qualified (level 4)

Progressing toward Chartered status

Job description

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

What's on Offer

• 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

Who We're Looking For

• 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.