Independent Financial Adviser - Coventry - £50k to £60k

£50,000 - £60,000 yearly
  • Recruit UK
  • Coventry, UK
  • 04/06/2019
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Independent Financial Adviser

Industry: Financial Services

Location: Coventry

Salary: £50,000 - £60,000 plus bonus

Reference Number: 13782

 

Job Description:

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Coventry to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are looking for an experienced adviser to join them in order to service and grow an existing client bank.

This is a directly authorised and proudly independent advice firm based in Warwickshire who is looking to grow their financial planning team. The business as it stands is a team of ten made up of the existing Financial Planning team, Mortgage Advice team and highly qualified and experienced back office colleagues.

This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. The business is focussed on providing their valued clients with peace of mind by ensuring that they have structures in place to support their desired lifestyle and future plans. A large percentage of their business is focussed on later life planning and they enjoy association with and the accreditation of the society of later life advisers. Having been established for over 25 years they have very much earnt the trust of their clients and their families and are trusted to manage all aspects of their finances.

The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.

The Director of the business has got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in an additional adviser to the business to help service these clients and further develop the business through existing referrals and established networking connections.

These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.

 

What’s in it for you:

  • Full Paraplanning / Administration support
  • Bespoke, slick back office systems
  • Clients, referrals and other leads to work with
  • No expectation to bring clients
  • Very rewarding bonus structure

 

Skills and experience required:

  • Diploma in Financial Planning
  • Experience in financial planning preferably in an IFA environment
  • Excellence in client care
  • An entrepreneurial mindset

 

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 a Financial Planning firm based in Coventry on an Independent 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.

• Please mention Financial Planning Jobs website when applying for this role •