Independent Financial Advisor

Eden Rose; Coventry; On-site; GBP 38,000 - 54,000; Full time

Job summary

Eden Rose in Coventry is seeking an experienced Financial Adviser to join a growing independent financial planning firm based in Balsall Common. You will manage a portfolio, deliver holistic financial planning, and build lasting client relationships in an office-based environment.

The firm supports Chartered status and offers collaboration with administration, investment and compliance teams to help you deliver tailored advice and achieve excellent client outcomes.

Qualifications

• Experienced Financial Adviser with a proven track record of providing holistic advice.
• Chartered Financial Planner or committed to achieving Chartered status.
• Strong relationship management and client retention skills.
• Experience managing ongoing client portfolios and growing Funds Under Management.
• Professional, client-focused and committed to delivering excellent outcomes.
• Comfortable working within a collaborative office-based environment.

Responsibilities

• Manage and develop long-term relationships with an established portfolio of clients.
• Deliver holistic financial planning advice across pensions, investments, retirement planning, protection, tax and estate planning.
• Conduct regular client reviews and provide ongoing financial advice.
• Support the growth and retention of Funds Under Management (FUM).
• Work collaboratively with administration, investment and compliance teams.
• Deliver high-quality, compliant advice tailored to individual client objectives.
• Build trusted relationships through exceptional levels of client service.

Skills

Relationship management

Holistic planning

Pensions

Investments

Education

Chartered Financial Planner

Job description

Financial Adviser - Balsall Common – Office Based

Are you an experienced Financial Adviser looking to join a growing independent financial planning firm that places long-term client relationships and high-quality advice at the heart of everything it does?

This is an excellent opportunity to become part of a well-established wealth management business with a strong reputation for delivering holistic financial planning. Working alongside an experienced team of administrators, investment specialists and compliance professionals, you'll be able to focus on providing tailored advice and building lasting relationships with your clients.

The firm prides itself on offering a personal, relationship-led service rather than a transactional approach, helping clients achieve their financial goals through comprehensive advice across every stage of life. With continued growth and investment in its people, it provides an excellent environment for advisers looking to further develop their careers, including support towards Chartered status.

The Role

• Manage and develop long-term relationships with an established portfolio of clients
• Deliver holistic financial planning advice across pensions, investments, retirement planning, protection, tax and estate planning
• Conduct regular client reviews and provide ongoing financial advice
• Support the growth and retention of Funds Under Management (
• FUM)Work collaboratively with administration, investment and compliance teams
• Deliver high-quality, compliant advice tailored to individual client objectives
• Build trusted relationships through exceptional levels of client service

The Person:

• Experienced Financial Adviser with a proven track record of providing holistic advice
• Chartered Financial Planner or committed to achieving Chartered status
• Strong relationship management and client retention skills
• Experience managing ongoing client portfolios and growing Funds Under Management
• Professional, client-focused and committed to delivering excellent outcomes
• Comfortable working within a collaborative office-based environment