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Independent financial adviser

Coventry
Freelance
Heat Recruitment
Independent financial advisor
Posted: 21 September
Offer description

Location

COVENTRY

Salary £40000 - £60000 TypePermanent WorkplaceOn-Site Ref88616

Recruiter Managing This Role

Independent Financial Adviser Coventry Up to £60,000

Are you an experienced Financial Adviser looking for a new home to provide a unique offering to clients? We are working with a leading Midlands firm of Chartered Independent Financial Advisers who are looking for a qualified and experienced financial adviser to join the team.

Why this company?

1. They are a leading Midlands firm of Chartered Independent Financial Advisers with a strong reputation for providing high-quality service.
2. They offer a competitive salary and benefits package, including a generous bonus scheme.
3. They have a supportive and collaborative working environment.
4. They are committed to providing their employees with opportunities to develop and progress their careers.

The role will involve:

5. Providing financial advice to businesses on a range of products, such as pensions, health insurance, and life insurance
6. Developing and implementing employee benefits strategies
7. Managing client relationships
8. Maintaining compliance with regulatory requirements

Benefits

9. Active Client Bank to be passed over
10. Bonus structure: 2x validation
11. Happy to look at Part time if there is anyone out there looking for reduced hours.
12. Established client base and in-house lead support
13. 22 days holiday (pro-rated for part-time), plus bank holidays can buy 5 more
14. 5% employer pension contribution
15. 4 x DIS
16. 2 x CI
17. Health cash plan
18. Full paraplanning and admin support provided
19. Ongoing CPD, exam support and progression toward Chartered status

The ideal candidate will have:

20. A strong understanding of the financial markets and the regulatory environment
21. Excellent communication and interpersonal skills
22. The ability to build rapport with clients and understand their needs
23. A commitment to providing high-quality service

If you are a qualified and experienced financial adviser with a passion for helping businesses and individuals achieve their financial goals, then we would love to hear from you!

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