Overview
We are seeking a Level 4 Diploma qualified Trainee Financial Planner to join a reputable Chartered Independent Financial Advice firm in Coventry.
Responsibilities
* Develop a client bank within the firm
* Provide whole of market financial advice on Pensions, Protection and Investments to clients
* Create client solutions independently, maintaining excellent interpersonal and communication skills
Qualifications
* Level 4 Diploma qualified in finance, financial planning or a related discipline
* Strong commitment to providing excellent customer service and building long‑term client relationships
* Proactive work ethic and ability to work independently
* Excellent interpersonal and communication skills
Benefits
* Competitive salary up to £35,000 (negotiable) + uncapped bonuses
* Access to existing clients and client leads
* Professional connections and networking opportunities
* Uncapped performance‑based bonuses
* Study and exam support towards Chartered (e.g., CII or CIIP)
* Generous holiday allowance
* Pension contribution
* Training and shadowing support from experienced advisers
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