Step Into Advice – Paraplanner to Financial Adviser | Coventry | Ethically Independent
From paraplanning to trusted adviser – grow your career with a firm that values people, not products.
A leading independent financial planning firm based in Coventry is offering a rare and supported transition pathway from paraplanning to advice. This opportunity is ideal for a Level 4 Diploma qualified individual who has built a strong technical foundation and is now ready to step into a client-facing role.
Salary Up to £45,000 + Bonus
Hybrid working, work from home
This firm stands out for its genuinely people-first culture—they take pride in building long-term relationships, speaking plainly, and putting clients' goals above all else. Advisers here are not pressured to push products; instead, they are coached to offer clear, ethical, holistic advice that clients can trust for the long haul.
You’ll receive access to existing clients, structured mentoring from experienced advisers, and a regular flow of new business leads generated by a proactive in-house telemarketing team.
What Makes This Firm Different?
- Whole-of-market independence: No ties to providers—advice is always client-first
- Friendly, supportive culture: A jargon-free, ethical team environment that nurtures confidence
- Client-first approach: Trusted for giving clear, straight-talking advice without pressure
- Lead generation support: A steady stream of pre-qualified leads from an in-house marketing team
- Warm clients: Begin with existing client relationships and joint adviser meetings
- Long-term career thinking: Develop soft skills, emotional intelligence, and advice delivery at your pace
Key Responsibilities
- Step into a structured pathway to becoming a Financial Adviser, supported every step of the way
- Deliver ethical, holistic financial planning under supervision as you build confidence
- Participate in client meetings, eventually managing relationships independently
- Provide advice across pensions, investments, protection, and estate planning
- Collaborate with experienced paraplanners and support staff to ensure a smooth client journey
- Embrace ongoing development, both technical and emotional, in line with the firm’s values
What They’re Looking For
- Level 4 Diploma qualified (Regulated Financial Planning)
- Experience in paraplanning or technical client support within an IFA or wealth firm
- Strong report writing and research background
- Passion for building client relationships and making complex topics easy to understand
- A friendly, clear communicator who values doing the right thing over the quick sale
- Based in or around Coventry, with flexibility to attend in-person client meetings
This is a firm that believes great advice starts with great people. If you're ready to bring your technical skills to life with clients—ethically, clearly, and confidently—this is your ideal next step.