Independent Wealth Manager

1 week ago


Coventry, Coventry, United Kingdom Recruit UK | Certified B Corp™ Full time
Join Our Team as a Chartered Financial Planning Expert and take your career to the next level We are looking for an experienced Financial Adviser to join our team in Coventry and contribute to our mission of delivering exceptional financial advice to our clients.

**About the Role:**
As a key member of our team, you will be responsible for providing specialist advice and guidance to companies, individuals, trustees, and charities in areas such as Investment & Retirement planning, Employee Benefits, Tax planning, and Long Term Care fee advice. You will work closely with our experienced advisers and other members of the team to develop client solutions and achieve business development targets.

**Key Responsibilities:**
* Provide excellent customer service to ensure long-term relationships with clients.
* Develop client solutions with strong interpersonal and communication skills.
* Work independently to achieve business development targets.

**Benefits:**
* Competitive salary (negotiable) + uncapped bonuses.
* Access to client leads and professional connections.
* Study and exam support towards Chartered status.
* Generous holiday allowance and pension contribution.

**Requirements:**
* Level 4 Diploma qualified professionals preferred.
* Strong commitment to customer service and proactive work ethic.
* Excellent interpersonal and communication skills.

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