Eden Rose
Independent Financial Adviser
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Job Ref
90769
Location
COVENTRY
Salary
£40,000 - £50,000 Per Annum
Employment Type
Permanent
Location: COVENTRY, West Midlands
Type: Permanent
Job #: 90769
Salary: £40,000 - £50,000 Per Annum
Financial Adviser – Balsall Common – Office Based
£40,000 – £55,000 + Employed Role + Full Administrative Support + Career Development + Chartered Support + Established Client Relationships
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.
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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
- Level 4 Diploma qualified (essential)
- 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
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Benefits
- Competitive salary dependent on experience
- Employed, full-time position
- Office-based role in Balsall Common
- Full administrative, investment and compliance support
- Support and encouragement to achieve Chartered status
- Collaborative and highly professional team environment
- Opportunity to join a growing independent financial planning practice with an excellent reputation for client service
- Long-term career progression within an expanding business
This role would suit a Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner who enjoys building lasting client relationships and wants to join a respected, growing firm where high-quality advice, professionalism and personal development are genuinely valued.
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