Independent Financial Planner Client Book
Remote / Online - Candidates ideally in
Coventry, West Midlands, CV1, England, UK
Listed on 2025-12-30
Coventry, West Midlands, CV1, England, UK
Listing for:
IDEX Consulting
Full Time, Contract, Remote/Work from Home
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A well-established independent financial planning firm in Coventry is seeking an Independent Financial Planner.
This role offers the opportunity to inherit a warm client portfolio while also building your own. Ideal for someone with 2-5 years of experience, strong communication skills, and a proactive attitude. You'll be supported with excellent administrative assistance and an attractive compensation package including a salary up to £65,000 and bonuses based on performance.
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