Independent Financial Advisor

Independent Financial Adviser
Coventry | Full-time | £50,000-£70,000 DOE + Bonus | Hybrid & Client-Facing Flexibility

We are recruiting on behalf of a highly regarded, fully independent financial planning firm based in the Midlands. This is a senior-level opportunity to join a Chartered, client-led business with a full client book ready for the successful candidate. The firm provides a supportive, professional environment where advisers can focus on delivering meaningful, long-term financial planning without the pressure of sales targets or restricted panels.

About the Role
This is a rare opportunity to step into a well-established book of clients and build lasting relationships with individuals, families, and business owners. The role involves providing comprehensive, independent advice across pensions, investments, protection, and tax-efficient planning. You’ll be supported by experienced paraplanners, administrative staff, and a robust internal infrastructure.

Key Responsibilities

• Deliver holistic, independent financial advice tailored to clients' needs

• Develop and maintain strong, long-term client relationships

• Work closely with support staff to ensure efficient and compliant service

• Maintain up-to-date knowledge of financial markets, legislation, and best practices

• Manage your own diary while contributing to a collaborative team environment

What We’re Looking For

• Minimum Level 4 Diploma in Financial Planning (Chartered or working toward it preferred)

• Strong track record of ethical advice and client retention

• Broad technical knowledge across pensions, investments, protection, and tax planning

• Relationship-driven with excellent interpersonal and communication skills

• Self-motivated, with the ability to work independently and flexibly

What’s on Offer

• Established client book available immediately

• Full paraplanning, administration, compliance, and marketing support

• Competitive base salary in the range of £50,000-£70,000 depending on experience and qualifications

• Higher package negotiable for advisers who bring some clients

• Office-based Monday to Thursday, with flexibility to work from home on Fridays (Although for Advisors, when meeting clients etc, they are flexible)

• Client-facing flexibility and autonomy encouraged

• Long-term opportunities for leadership or equity participation

• A fully independent, FCA-regulated, and Chartered environment

Location: Office-based in Meriden (with hybrid and client-facing flexibility)
Employment Type: Full-time, employed role