Job description
Are you ready to take the next step in your financial planning career?
We're partnering with a growing, independent financial planning firm based in Coventry (Meriden), offering a rare and exciting opportunity for a Junior Financial Adviser to join their established and supportive team.
You'll work directly alongside a highly experienced Financial Adviser and Director, gaining first-hand exposure to client meetings, advice delivery and complex financial planning cases, all within a firm that genuinely invests in your long-term career progression.
The Role
1. Deliver holistic financial advice across pensions, investments and protection, supported by an experienced Adviser
2. Participate in client meetings, gradually building confidence and developing your client-facing capabilities
3. Collaborate with Administrators to ensure a smooth and compliant advice process
4. Support with technical research, cashflow modelling and report preparation as you transition into a full advisory role
5. Benefit from a structured development and mentoring plan, designed to help you progress toward full Adviser status
Why Apply?
6. Salary up to £45, + discretionary bonus structure
7. Hybrid working (2-3 days office-based in Meriden, Coventry)
8. Comprehensive training and mentoring from Senior Advisers
9. Supportive, forward-thinking IFA environment with strong internal culture
10. Genuine progression opportunities into a fully-fledged Financial Adviser position
11. Full study support available toward Chartered qualifications
Who's this for?
12. A Paraplanner ready to step up into a client-facing advice role, or
13. A Junior Financial Adviser seeking a more supportive and development-focused environment
If you're ambitious, personable and passionate about helping clients make confident financial decisions, this is an excellent opportunity to accelerate your journey as a Financial Adviser within a firm that values growth, collaboration and long-term success.
Apply today or