Financial Adviser

Ellis James Partners

Birmingham

Hybrid

GBP 72,000 - 88,000

Full time

14 days+

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Benefits offered by this job

Attractive bonus structure

Flexible hybrid working model

Dedicated admin and compliance support

Job summary

A leading financial services firm in Birmingham is seeking an experienced Financial Adviser to manage an established client bank of over £80m AUM. You will provide holistic advice on pensions, investments, and protection while enjoying a generous salary and flexible hybrid working model. Ideal candidates need current CAS status and a client-focused, ethical approach to advising.

Qualifications

Must hold current CAS status to provide financial advice.
Client-focused and ethical decision-making required.
Willingness to travel for key meetings is necessary.

Responsibilities

Step straight into an existing client bank to provide advice.
Build tailored financial plans and deliver regular reviews.
Convert new business from referrals and leads.

Skills

Client-focused

Ethical

Driven

Education

Current CAS status

Job description

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.

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