Financial Adviser

Overview

The Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James Partners

Experienced Financial Adviser

Ready to get ahead in your career as a Financial Planner and start with an existing client bank of £80m+ AUM?

This role puts you straight into an established portfolio, so you can focus on what matters: giving great advice and growing your book.

You'll be joining a people-first firm in a high-growth phase, offering a generous base salary, competitive bonus payable from day one, and a supportive environment designed to help you thrive.

Advisers at all levels welcome - you'll need current CAS status. Client bank size will match your experience (c £80m available), and your salary will reflect this too.

Why this role?

• Step straight into an existing client bank - no waiting.
• Attractive bonus structure, payable in the first month
• Flexible hybrid working model.
• Warm leads and referrals to keep your pipeline flowing.
• Dedicated admin and compliance support will free you up to advise.
• Modern tech tools to streamline your day.
• Provide holistic advice on pensions, investments, and protection.
• Build tailored financial plans and deliver regular reviews.
• Convert new business from referrals and leads.
• Keep up to date with market changes and regulations.
• Work alongside a supportive team focused on compliance and client success.

What You'll need

• CAS status
• Client-focused, ethical, and driven
• Willingness to travel for key meetings

Ready to stop starting over?

If you want to fast-track your career with a forward-thinking firm that values your expertise, let's connect. Send a message to learn more about this West Midlands opportunity.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance, Strategy/Planning, and Business Development

Industries

• Financial Services, Investment Management, and Investment Advice

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