Financial Adviser

We are working with an IFA in Meriden, Coventry who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning.

As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you.

What’s on offer?

Salary up to £75,000

Bonus scheme on new and ongoing business

Full Admin and Paraplanning support

Hybrid work from home model

28 days annual leave bank holidays

Generous benefits package

Requirements

Level 4 Diploma In Regulated Financial Planning

2 years in client facing financial advice position in the UK

If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable.

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