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Permanent

Financial Advisor

Coventry
money-bag 40000.00-40000.00 Annual
3085441000
Posted Today

Experienced Financial AdviserEmployment Type: Full-timeAbout the Role:We are looking for an experienced Financial Adviser to provide expert guidance and tailored financial solutions to new and existing clients. This role requires strong interpersonal skills and a proven ability to build long-term relationships.Key Responsibilities:Deliver comprehensive holistic financial planning and investment adviceDevelop and maintain strong client relationshipsAssess client needs and create bespoke financial strategiesStay up to date with regulatory requirements and market developmentsWork collaboratively with internal teams to ensure client satisfactionAchieve agreed performance and compliance targetsSkills and Qualifications:Minimum 3 years'' experience in financial adviceLevel 4 Diploma in Financial Planning (or equivalent) requiredExcellent communication and relationship management skillsStrong knowledge of investment products, pensions, and protection planningAbility to work in a client-focused, compliant mannerBenefits:Salary - Up to £45k but can go higher depending on experienceBespoke Commission scheme to suit youStudy support for higher qualificationsProgression is strongly supported whether further in advice, or in other areas of interestHoliday - 24 days + bank holidays. Closed over Christmas.Quarterly discretionary bonusTo apply for this Financial Advisor position, please submit your CV below.

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