Financial Planner

2 weeks ago


Coventry, United Kingdom Ellis James Partners Limited Full time

Financial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships. Why this role stands out : No validation targets - just a commitment to quality advice and strong performance. Some clients provided, but you'll also have the freedom to build your own network. Chartered status preferred, but support is available if you're still working toward it. What they're looking for : 3+ years working as a Financial Planner. Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward. Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning. Confidence in generating new client opportunities and building professional relationships. A strong ethical compass and c... #J-18808-Ljbffr


  • Financial Planner

    2 weeks ago


    Coventry, United Kingdom Ellis James Partners Limited Full time

    Financial Planner - Flexible, Employed RoleMeriden (Hybrid) | £60,000-£70,000 + Bonus + BenefitsNo validation. No pressure. Just great planning.We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.This is a...

  • Financial Planner

    3 days ago


    Coventry, United Kingdom Ellis James Partners Full time

    Financial Planner - Flexible, Employed RoleMeriden (Hybrid) | £60,000-£70,000 + Bonus + BenefitsNo validation. No pressure. Just great planning.We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.This is a...


  • Coventry, United Kingdom mbf. Full time

    **Chartered Financial Planner - Coventry/ Flexible working - Salary to £90,000 plus benefits and Bonus** MBF are currently working with a well established, boutique Wealth Management organisation who are seeking an additional, experienced financial planner to join the team. The company specialise in providing Financial Planning & Investment Management...

  • Financial Planner

    2 weeks ago


    Coventry, United Kingdom Resource Matters Ltd Full time

    A leading financial services provider in the UK is looking for a qualified Financial Planner. This position offers a basic salary of up to £79k, with uncapped quarterly bonuses and comprehensive support including clients, processes, and paraplanning. Successful candidates will have the full Diploma in financial planning and a strong track record in their...


  • Coventry, United Kingdom Focus Search and Selection Full time

    **Senior Financial Planner** **Location: Coventry** **Salary: £70,000 to £110,000, plus benefits and bonus** My client has a very strong reputation in the Midlands region, providing their clients with Financial Advice. They are looking for an experienced Financial Adviser to help grow their brand and AUM in the region. You will be part of a team of...


  • Coventry, United Kingdom Ellis James Partners Limited Full time

    A well-established wealth management firm in Coventry seeks an experienced Financial Planner for a flexible, employed role. You will provide quality financial advice in a client-facing environment with a mix of office and remote work. The ideal candidate has over 3 years of experience and the Level 4 qualification in financial planning. This position offers...


  • Coventry, United Kingdom IDEX Consulting Full time

    A well-established independent financial planning firm in Coventry is seeking an Independent Financial Planner. This role offers the opportunity to inherit a warm client portfolio while also building your own. Ideal for someone with 2-5 years of experience, strong communication skills, and a proactive attitude. You'll be supported with excellent...

  • Finance Planner

    2 weeks ago


    Coventry, United Kingdom Unipart Logistics Full time

    You'll have an important part to play as the Finance Planner providing key financial support and performance analysis for Unipart contracts in the Midlands. As a forward thinking and people focussed company this is a fantastic opportunity in the Financeteam to support system interrogation of the contract Packer system driving fees to confirm the correct...

  • Financial Planner

    2 weeks ago


    Coventry, United Kingdom Ortus PSR Full time

    Independent Financial Adviser / Wealth Manager – Chartered Firm | Office-Based | Coventry Join a highly respected Chartered Financial Planning and Employee Benefits Practice, directly authorised by the FCA, and known for its commitment to delivering clear, personalised, and professional financial advice. As part of our continued growth, we’re seeking an...

  • Financial Planner

    1 week ago


    Coventry, United Kingdom Ortus PSR Ltd. Full time

    Overview Independent Financial Adviser / Wealth Manager – Chartered Firm | Office-Based | Coventry Join a highly respected Chartered Financial Planning and Employee Benefits Practice, directly authorised by the FCA, and known for its commitment to delivering clear, personalised, and professional financial advice. As part of our continued growth, we’re...