Financial Adviser

Ellis James Partners Ltd; Stafford; Hybrid; GBP 38,000 - 52,000; Full time

Benefits offered by this job

Car allowance

Job summary

Ellis James Partners Ltd in Staffordshire is seeking a Financial Adviser or Trainee Adviser to join a friendly, ambitious team. You will inherit and develop an existing client book of approximately £34m FUM while serving and growing client relationships for the long term.

The role offers employed or self-employed options, a salary around £45,000, car allowance for employed advisers, and hybrid working with at least one day in the office per week.

Qualifications

• Level 4 qualification is essential.
• Opportunity to inherit and manage an existing client book of approximately £34m FUM.
• Employed or self-employed options available.
• Hybrid working with a minimum of 1 day per week in the office.

Responsibilities

• Servicing and developing existing client relationships.
• Grow the client book over the long term with support from the team.

Education

Level 4 qualification

Job description

Financial Adviser / Trainee Financial Adviser

Staffordshire Stafford / Stoke-on-Trent & surrounding areas

Employed & Self-Employed Opportunities

Level 4 Qualified Experienced Advisers & Trainees Welcome

An established and growing financial planning firm is looking to appoint a Level 4 qualified Financial Adviser or Trainee Adviser to join its friendly and ambitious team.

The role would suit someone based in Stafford, Stoke or the surrounding areas, with candidates further afield considered where travel to the office remains practical. South of the A5 is likely to be too far for the required client meetings.

You’ll have the opportunity to inherit and develop an existing client book of approximately £34m FUM, giving you a strong platform to build from while developing your own long-term career within the business.

Financial Adviser / Trainee Adviser

You’ll work closely with an experienced team, taking responsibility for servicing and developing existing client relationships while being supported to grow the book over the long term.

The opportunity includes:

• Existing client book of approximately £34m FUM
• Employed or self-employed options available
• Employed salary of around £45,000
• Additional earning potential through Initial Advice Fees
• Car allowance for employed advisers
• Hybrid working, with a minimum of 1 day per week in the office
• Full support and development for qualified Trainee Advisers
• Opportunity to build and grow the client bank over the long term
• Potential company buy-in opportunity in the future

Why Join?

This is a genuine long-term opportunity for someone who wants to become an important part of the business rather than simply inherit a book and maintain it.

You’ll be joining a social, friendly and driven team who genuinely enjoy working together and spending time in the office, while still benefiting from the flexibility of hybrid working.

The successful candidate will have the opportunity to develop the existing client book, build new relationships and play an important role in the continued growth of the business.

Level 4 qualification is essential.

If you’re an experienced Adviser or a qualified Trainee looking for your next step, I’d be happy to have a confidential conversation about the opportunity.