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Financial Planner
Job summary
A respected Chartered Financial Planning firm in Coventry seeks an experienced Independent Financial Adviser to provide holistic advice and build strong client relationships. The role offers a salary of up to £65,000, a bonus model, and support towards Chartered status. Ideal for those driven by values and compliance in a thriving practice.
Benefits
Qualifications
- Experience in an Independent Financial Adviser or Wealth Manager role.
- Strong technical knowledge of pensions, investments, and tax-efficient planning.
- Progress toward Chartered status welcomed (full support provided).
Responsibilities
- Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning.
- Conduct thorough fact-finds, risk profiling, and cashflow modelling.
- Present clear, compliant recommendations both face-to-face and in writing.
- Build and nurture long-term client relationships based on trust and integrity.
- Collaborate closely with in-house paraplanning and administrative teams.
- Maintain up-to-date knowledge of industry regulations and FCA compliance standards.
- Support business development through referrals & introducers.
Skills
Education
Independent Financial Adviser / Wealth Manager – Chartered Firm | Office-Based | Coventry
Join a highly respected Chartered Financial Planning and Employee Benefits Practice, directly authorised by the FCA, and known for its commitment to delivering clear, personalised, and professional financial advice.
As part of our continued growth, we’re seeking an experienced Independent Financial Adviser (IFA) to join our advisory team in Coventry. With access to an established client base, full paraplanning and admin support, and a focus on long-term client outcomes—not sales quotas—this is the ideal environment for a values-driven adviser ready to thrive in a compliant, client-centric practice.
Salary: Up to £65,000 depending on experience
Bonus: Attractive 2x validation bonus model (uncapped)
Pension and PMI
- Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning
- Conduct thorough fact-finds, risk profiling, and cashflow modelling
- Present clear, compliant recommendations both face-to-face and in writing
- Build and nurture long-term client relationships based on trust and integrity
- Collaborate closely with in-house paraplanning and administrative teams
- Maintain up-to-date knowledge of industry regulations and FCA compliance standards
- Support business development through referrals & introducers
- Minimum Level 4 Diploma in Regulated Financial Planning
- Experience in an IFA or Wealth Manager role
- Strong technical knowledge of pensions, investments, and tax-efficient planning
- Highly client-focused with excellent interpersonal and communication skills
- Progress toward Chartered status welcomed (full support provided)
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.