Junior Financial Adviser

IDEX Consulting; Coventry; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial planning practice in Coventry is seeking a Junior Financial Adviser to support the delivery of tailored financial advice. This role offers an opportunity for a newly qualified adviser to build a career in a supportive environment, working closely with experienced advisers and receiving full paraplanning support. The ideal candidate will have strong communication skills, a client-first mindset, and a Level 4 diploma in regulated financial planning.

Benefits

Generous bonus scheme

22 days' holiday plus bank holidays

5% employer pension contribution

Health cash plan

Ongoing mentoring

Qualifications

• Minimum 1 year in a client-facing financial services role.
• Desire to build a successful advisory career.
• Strong ethics and client-first mindset.

Responsibilities

• Support delivery of tailored financial advice across various domains.
• Conduct assessments and assist in cashflow modelling.
• Build relationships with clients for long-term support.

Skills

Communication

Interpersonal skills

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Job description

About the role
We are a chartered financial planning and employee benefits practice, directly regulated by the FCA, with a reputation for delivering clear, personal and professional advice. As our business continues to grow, we are now seeking a Junior Financial Adviser to join our team and build a long-term career in holistic financial planning.
This is an ideal opportunity for a newly qualified or early-stage Adviser (minimum level 4 qualified) with strong technical skills and client service experience, looking to progress in a well-supported and collaborative environment. You'll work closely with experienced Advisers, in-house Paraplanners and a dedicated admin team while gradually building your own portfolio.

Key responsibilities

• Support the delivery of tailored financial advice across pensions, investments, protection and retirement planning
• Conduct fact-finds, risk assessments and assist in cashflow modelling
• Prepare and present clear recommendations in writing and in meetings
• Collaborate with Senior Advisers to gain exposure to complex client scenarios
• Build relationships with new and existing clients to support long-term advice
• Ensure all advice and communications remain fully compliant
• Work closely with Paraplanners and admin staff to ensure smooth processing of business

What we're looking for

• Level 4 Diploma in Regulated Financial Planning (essential)
• 1+ years' experience in a client-facing financial services or paraplanning role
• A desire to build a successful advisory career with a long-term focus
• Excellent communication and interpersonal skills
• High attention to detail and a proactive, professional approach
• Strong ethics, client-first mindset and commitment to development

What we offer

• Salary up to £55,000 (dependent on experience)
• Generous bonus scheme with 2x validation
• Supportive full-time or part-time working model (office-based role)
• Access to an established client base and quality leads
• 22 days' holiday (pro-rated for part-time), plus bank holidays
• 5% employer pension contribution
• Group life assurance (death in service)
• Group critical illness insurance
• Health cash plan
• Full paraplanning and admin support
• Ongoing mentoring, CPD and full support toward chartered status

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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.