Associate Financial Adviser

Associate Financial Adviser - Build Your Future in a Firm That Invests in You

Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity?

A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.

Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working

What Makes This Role Stand Out

• Start with substance - Inherit a portfolio of mass affluent clients to build early momentum
• Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary
• Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income
• Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings
• Professional development - Ongoing training, supervision, and study support towards Chartered status

What You’ll Get

• Base salary: £35,000 - £45,000 depending on experience and qualifications
• Bonus scheme linked to advice activity and client outcomes
• Existing client bank + active lead generation support
• Paraplanning and admin support to keep your focus where it matters
• Full backing for CPD, further qualifications, and long-term career growth
• Hybrid working with access to modern offices in Coventry

Your Responsibilities

• Engage with clients virtually and in person to understand their financial goals
• Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
• Follow up on qualified leads and maintain ongoing relationships with your allocated client base
• Prepare and present financial recommendations under supervision as needed
• Collaborate with paraplanners and compliance teams to ensure advice quality and governance
• Stay informed of market developments and regulatory changes to support informed advice delivery

What You’ll Bring

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Experience in a paraplanner with client-facing experience, trainee adviser
• A genuine desire to progress into a client-facing advice role
• Strong communication and relationship-building skills