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Financial Adviser

Recruit UK
Posted 5 hours ago, valid for 2 days
Location

Coventry, West Midlands CV6 3GN

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job opportunity is for a Financial Adviser in Coventry with a salary range of £45,000 to £65,000.
  • The ideal candidate should have a Level 4 Diploma and a minimum of two years of experience in financial advising.
  • The role involves providing specialist advice in areas such as investment and retirement planning, tax planning, and long-term care fee advice.
  • The position offers uncapped bonuses, access to existing clients, and support for further professional development.
  • The firm emphasizes excellent customer service and proactive work ethic to foster long-term client relationships.

Job Title: Financial Adviser

Industry: Financial Advice

Location: Coventry

Salary: £45,000 - £65,000

Reference Number: 9342

Recruit UK are working on an excellent opportunity for a Financial Adviser in Coventry to join a Chartered Independent Financial Advice Firm

We are representing an excellent wealth management chartered independent firm, who provide the highest level of technical financial planning. They provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cash flow planning.

They are looking for an experienced Financial Adviser to join the team, inherit some existing clients that they can begin to service and support and continue with further business development across the board from there.

Salary/Benefits:

  • Competitive Salary (negotiable) + Uncapped Bonuses
  • Some existing clients to be allocated
  • Access to client leads
  • Access to various professional connections
  • Uncapped bonuses based on performance - once reached validation
  • Study and Exam support towards Chartered
  • Generous holiday
  • Pension contribution
  • Training and shadowing support from experienced advisers and other members of the team in the office

Skills and Experience Required

  • Level 4 Diploma qualified professionals
  • Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients
  • Have a proactive work ethic
  • Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice Firm based in the Coventry on a financial adviser role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.