Position details
FINANCIAL PLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Coventry
£45000 - £60000 09/09/2025
NJR16057
£45000 - £60000 09/09/2025
NJR16057
DESCRIPTION
Independent Financial Adviser
Location: Coventry Area | Office-Based
Salary: £45,000 - £60,000 DOE + Bonus & Benefits
Full-Time or Part-Time | Permanent
NJR Recruitment is delighted to be representing a highly regarded Chartered Financial Planning practice in the Coventry area, now seeking an experienced Independent Financial Adviser to join their growing advisory team.
This is an excellent opportunity for a CAS-status adviser looking for a long-term home with an established client base, full paraplanning and administrative support, and the chance to progress toward Chartered status.
What\'s on Offer
\" Salary between £45,000 - £60,000 (DOE)
\" Bonus structure - 2x validation
\" Established client base to take on and develop
\" Full paraplanning and administrative support provided
\" 22 days\' holiday (plus bank holidays)
\" 5% employer pension contribution
\" Group life assurance (death in service)
\" Group critical illness insurance
\" Health cash plan
\" CPD, exam support, and clear progression to Chartered status
\" Options for both full-time and part-time working
The Role
As an Independent Financial Adviser, you\'ll deliver holistic financial planning across pensions, investments, protection, and estate planning. With an existing portfolio of clients to service - and the option to bring your own - you\'ll be able to focus on building strong, long-lasting relationships and delivering excellent outcomes in a supportive, client-first environment.
Key Responsibilities
\" Provide holistic financial advice across pensions, investments, protection, IHT, and retirement planning
\" Conduct detailed fact-finds, risk assessments, and cashflow modelling
\" Deliver clear, compliant recommendations both in writing and face-to-face
\" Build and maintain trusted client relationships, supporting long-term planning
\" Work closely with paraplanners and administrators to ensure smooth delivery of advice
\" Keep up to date with FCA regulations and maintain high compliance standards
\" Optional: contribute to business development through referrals, introducers, or networking
What We\'re Looking For
\" Level 4 Diploma in Regulated Financial Planning (minimum)
\" CAS status essential
\" Ideally 5+ years\' experience as a Financial Adviser
\" Strong technical knowledge of pensions, investments, and tax-efficient strategies
\" Excellent communication and interpersonal skills
\" Highly client-focused with the ability to manage your own workflow
\" Desire to maintain the highest ethical and professional standards
Apply Now
If you\'re an experienced, CAS-status Independent Financial Adviser looking for a long-term opportunity in the Coventry area, with the support and infrastructure to let you focus on your clients, we\'d love to hear from you. Apply today via NJR Recruitment quoting 16057
Location: Coventry Area | Office-Based
Salary: £45,000 - £60,000 DOE + Bonus & Benefits
Full-Time or Part-Time | Permanent
NJR Recruitment is delighted to be representing a highly regarded Chartered Financial Planning practice in the Coventry area, now seeking an experienced Independent Financial Adviser to join their growing advisory team.
This is an excellent opportunity for a CAS-status adviser looking for a long-term home with an established client base, full paraplanning and administrative support, and the chance to progress toward Chartered status.
What\'s on Offer
\" Salary between £45,000 - £60,000 (DOE)
\" Bonus structure - 2x validation
\" Established client base to take on and develop
\" Full paraplanning and administrative support provided
\" 22 days\' holiday (plus bank holidays)
\" 5% employer pension contribution
\" Group life assurance (death in service)
\" Group critical illness insurance
\" Health cash plan
\" CPD, exam support, and clear progression to Chartered status
\" Options for both full-time and part-time working
The Role
As an Independent Financial Adviser, you\'ll deliver holistic financial planning across pensions, investments, protection, and estate planning. With an existing portfolio of clients to service - and the option to bring your own - you\'ll be able to focus on building strong, long-lasting relationships and delivering excellent outcomes in a supportive, client-first environment.
Key Responsibilities
\" Provide holistic financial advice across pensions, investments, protection, IHT, and retirement planning
\" Conduct detailed fact-finds, risk assessments, and cashflow modelling
\" Deliver clear, compliant recommendations both in writing and face-to-face
\" Build and maintain trusted client relationships, supporting long-term planning
\" Work closely with paraplanners and administrators to ensure smooth delivery of advice
\" Keep up to date with FCA regulations and maintain high compliance standards
\" Optional: contribute to business development through referrals, introducers, or networking
What We\'re Looking For
\" Level 4 Diploma in Regulated Financial Planning (minimum)
\" CAS status essential
\" Ideally 5+ years\' experience as a Financial Adviser
\" Strong technical knowledge of pensions, investments, and tax-efficient strategies
\" Excellent communication and interpersonal skills
\" Highly client-focused with the ability to manage your own workflow
\" Desire to maintain the highest ethical and professional standards
Apply Now
If you\'re an experienced, CAS-status Independent Financial Adviser looking for a long-term opportunity in the Coventry area, with the support and infrastructure to let you focus on your clients, we\'d love to hear from you. Apply today via NJR Recruitment quoting 16057
Apply Now
