Associate Financial Adviser - Build Your Future in a Firm That Invests in You
Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity?
A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.
Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working
What Makes This Role Stand Out
* Start with substance - Inherit a portfolio of mass affluent clients to build early momentum
* Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary
* Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income
* Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings
* Professional development - Ongoing training, supervision, and study support towards Chartered status
What You’ll Get
* Base salary: £35,000 - £45,000 depending on experience and qualifications
* Bonus scheme linked to advice activity and client outcomes
* Existing client bank + active lead generation support
* Paraplanning and admin support to keep your focus where it matters
* Full backing for CPD, further qualifications, and long-term career growth
* Hybrid working with access to modern offices in Coventry
Your Responsibilities
* Engage with clients virtually and in person to understand their financial goals
* Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
* Follow up on qualified leads and maintain ongoing relationships with your allocated client base
* Prepare and present financial recommendations under supervision as needed
* Collaborate with paraplanners and compliance teams to ensure advice quality and governance
* Stay informed of market developments and regulatory changes to support informed advice delivery
What You’ll Bring
* Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
* Experience in a paraplanner with client-facing experience, trainee adviser
* A genuine desire to progress into a client-facing advice role
* Strong communication and relationship-building skills