Independent Financial Planner Hybrid Role with Client Book

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

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.