Financial Adviser (Employed) with Client Bank

Financial Adviser (Employed) with Client Bank – Coventry CV3 – Financial Advice Products & Services – Permanent – £45-50k + Bonus + training, development and support plan – 24 days + BH’s – Mon to Fri 09.00 – 17.00 – Company events and charitable support programme – Parking onsite – Be part of a forward thinking and growing financial advice practice backed by a leading network

Our client is a well-established and successful Financial Advisory practice based in Coventry and due to continued business growth and increased assets under management are looking for an experienced adviser to join them.

The practice offers holistic advice across pensions, investments, protection, and IHT planning. The advice offered is supported by a strong and dedicated team of technical administration support to ensure the best client experience possible.

As mentioned, you will have access to an existing and established HNW client bank, and you will also have the desire to further identify your own new clientele through various means such as networking, professional connections and more.

You will be backed by a strong support team and compliance network who aim to make your role as simplistic as possible, supporting you through data gathering, client liaison, integration with product providers, case input, writing suitability reports, fund switches, withdrawals, meeting arrangements and more.

You:- This opportunity requires previous experience in a similar position to take on this experienced client base. You will be a well-qualified Financial Adviser who has started or intends to study towards Charter Status. You need to have worked with high net worth Clients, be able to demonstrate your ability to hold well-organised, good client relations and possess excellent communication and presentational skills.

Through an agreed training and development plan, your position can develop over time, this practice is forward thinking, it is ambitious to expand and wants people who have those same desires to be part of their journey.

Typical Financial Advisor duties and responsibilities would include:-

• Conduct financial reviews to identify needs with existing clients.
• Conduct needs analysis with potential clients.
• Provide professional financial planning with respect to clients’ needs.
• Make recommendations and provide solutions to
• Adhere to compliance regulations and standards.
• Provide ongoing service and advice to clients
• Build strong relationships
• Work to agreed targets and standards

Office Hours are Mon to Fri – 09.00 – 17.00; however, your role will need to be flexible around the needs of your clients and the business.