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Financial Adviser jobs in West Bromwich

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    • Experience within an independent financial advice environment.
    • Strong knowledge of pensions, investments and financial planning.
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • Deliver holistic financial planning across pensions, investments, protection, and retirement strategies.
    • This role is ideal for an adviser who wants stability,…
    • Specific interest in financial services, particularly investments and pensions.
    • Minimum education of A Level standard, ideally couples with previous financial…
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    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • View all The Mortgage Experts jobs - West Bromwich jobs - Mortgage Broker jobs in West Bromwich
    • Salary Search: Mortgage Broker - Partner Advisor salaries in West Bromwich
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    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career.
    • Previous Paraplanning or technical administration experience within financial services.
    • Experience using research, risk profiling and financial planning…
    • You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client’s needs and…
    • Proven experience as a Paraplanner within financial planning or wealth management.
    • Working closely with a team of Financial Planners, you'll play a key role in…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • Familiarity with financial planning back-office systems, research platforms, and cashflow modelling tools.
    • An established IFA practice with offices in London…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • As a Director, you will be responsible for effective collaboration within teams, supervising the work of junior staff, and providing coaching and development to…

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Financial Advsior
My Key Recruitment
Coventry CV1 1QT
£50,000 - £65,000 a year
Full-time
Apply now

Job details

£50,000 - £65,000 a year
Financial planning services
Full-time
Coventry CV1 1QT

Full job description

Financial Adviser / Financial Planner

Location: Coventry
Salary: £50,000 - £65,000 DOE + Bonus
Job Type: Permanent | Full-Time

About the Role

My Key Recruitment is working with an established and highly respected independent financial planning business to recruit an experienced Financial Adviser / Financial Planner to join their growing team.

This is a fantastic opportunity for an experienced, qualified adviser to take ownership of an established portfolio of approximately 80 clients, building long-term relationships, providing high-quality financial advice and identifying opportunities for further growth.

You will focus on managing, retaining and developing existing client relationships while delivering a personalised financial planning service.
We're looking for someone who is confident advising clients, commercially aware and passionate about delivering excellent outcomes.

Key Responsibilities
  • Manage and develop an existing portfolio of approximately 80 clients.
  • Provide tailored financial advice across pensions, investments, retirement and wealth planning.
  • Conduct regular client reviews, assess financial objectives and recommend suitable solutions.
  • Identify opportunities to grow existing client relationships and generate additional business.
  • Build trusted, long-term relationships through proactive communication and excellent service.
  • Work collaboratively with internal teams to deliver an exceptional client experience.
  • Maintain accurate, compliant records in line with FCA regulations.
About You

Essential Requirements
  • Minimum Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA or equivalent).
  • Competent Adviser Status (CAS) with previous experience providing regulated financial advice.
  • Proven experience as a Financial Adviser, Independent Financial Adviser or Financial Planner.
  • Strong knowledge of pensions, investments and financial planning.
  • Experience managing and developing client portfolios.
  • Excellent relationship-building and communication skills.
  • Strong commercial awareness and a proactive, client-focused approach.
Desirable
  • Chartered Financial Planner status or working towards Chartered.
  • Experience within an independent financial advice environment.
What's on Offer?
  • Competitive salary, dependent on experience.
  • An established portfolio of approximately 80 clients.
  • No requirement to bring your own client bank.
  • Opportunity to develop and grow existing client relationships.
  • Supportive, professional working environment.
  • Long-term career development opportunities.
Apply Today

If you're an experienced, Level 4-qualified Financial Adviser with CAS who enjoys building meaningful client relationships and wants to develop an established portfolio, we'd love to hear from you.

Apply today by sending your CV to Michael@mykeyrecruitment.com.
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