Remote Associate Financial Adviser
hace 5 días
Blackburn
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