Investment Planning Professional

3 days ago


Coventry, Coventry, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description

We are a certified B Corp™ and a leading provider of financial services in the UK.

We seek an experienced Financial Adviser to join our team and provide expert financial planning and guidance to our clients.

The successful applicant will inherit a portfolio of existing clients and be responsible for continuing business development across various areas, including investment & retirement planning, employee benefits, tax planning, long-term care fee advice, and lifetime cash flow planning.

The role offers a competitive salary of £70,000 - £100,000 per annum, plus uncapped bonuses and benefits.

To succeed in this position, you should possess:

  • A Level 4 Diploma qualification in a relevant field
  • Strong commitment to delivering exceptional customer service
  • Proactive work ethic
  • Ability to work independently and develop client solutions with excellent interpersonal and communication skills


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