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Permanent

New Business Financial Advisor

Coventry
money-bag 65000.00-65000.00 Annual
3086806573
Posted Today

We are looking for a driven and personable Financial Adviser to join a small, friendly and collaborative advisory business based near Coventry. This role focuses on developing new business and building long-term client relationships. It''s a great opportunity for someone who enjoys the commercial side of advice - generating opportunities, converting prospects and growing their own client bank - while being supported by an experienced team.You will also be able to leverage existing professional connections and leads within the firm, giving you a strong platform to build your client base. Role ResponsibilitiesProactively generate new business through networking, introducers and referralsConvert enquiries and leads into ongoing client relationshipsDeliver high-quality, holistic financial advice (pensions, investments, protection)Build and maintain your own client bank over timeWork closely with internal teams including paraplanning and administrationMaintain compliant and accurate client recordsContribute to the overall growth of the businessWhat We''re Looking ForDiploma qualified (DipPFS or equivalent)Experience in a client-facing advisory roleStrong relationship-building skillsCommercial mindset with a drive to generate businessComfortable generating own opportunities (with support)Organised and able to manage a busy pipelineTeam player with a collaborative approachBenefits and Working Pattern22 days holiday + bank holidays, with the option to buy up to 5 additional days4x de

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