Trainee Financial Adviser

Ellis James Partners Ltd; Gloucester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning recruitment firm is seeking a Financial Adviser to manage a portfolio of existing clients. This employed role offers stability and benefits, with no cold calling or prospecting pressure. You'll work in a supportive team environment, focusing on delivering personalized recommendations across financial planning. If you hold a Level 4 diploma and seek a fulfilling career without self-employed stress, this opportunity is perfect for you.

Benefits

30 days holiday + bank holidays + Christmas closure

A day off for your birthday

Contributory pension scheme

Generous sick pay

Study support (time + funding)

BUPA Employee Assistance Programme

Qualifications

• Strong communication skills needed for client-facing roles.
• Ability to manage and service client portfolios effectively.
• Good organizational skills to handle multiple tasks under pressure.

Responsibilities

• Manage and service an allocated portfolio of existing clients.
• Conduct thorough reviews on investments, pensions, and corporate advice.
• Present personalized recommendations clearly to clients.
• Engage with new clients introduced to the firm.
• Work with colleagues to deliver excellent service.

Skills

Confident communicator who can simplify complex advice

Organised

Detail-focused

Education

Diploma in Financial Planning (CII or equivalent)

Job description

Financial Adviser

Taunton or Bristol (you chose)

£30,000 - £40,000 + 40% IAF

Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self‑empowered grind - this could be your next move.

This is a servicing‑focused role where you get to build real relationships with established clients – no cold calling, no constant prospecting pressure.

Just quality financial planning, proper support, and the time to do the job right.

Oh, and 40% paid on all initial fees, no threshold.

Why this role?

You’ll join a growing advisory team with top‑tier backing, resources, and a solid reputation to work with.

But here’s what really matters: you’ll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one’s micromanaging your diary or pushing you to hit arbitrary targets.

You’ll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you’re qualified to do – advise.

• No self‑employed grind – employed role with stability and benefits
• Servicing‑led, not sales‑led – your job is to look after clients well, not chase volume
• Multiple locations – based in Taunton, Bristol, or Cheltenham (your choice)
• Genuine progression – part of an ambitious, expanding business with clear career pathways
• Proper support – you’re not working in a silo; there’s a team around you

What you’ll be doing

• Proactively managing and servicing an allocated portfolio of existing clients
• Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice
• Presenting clear, personalised recommendations in a way clients actually understand
• Engaging with new clients when they’re introduced to the firm (but it’s not your primary focus)
• Working with administrators and colleagues to deliver a first‑class serviceStaying on top of regulation, products, and best practice through ongoing CPD

What you’ll need

• Diploma in Financial Planning (CII or equivalent)
• Confident communicator who can simplify complex advice
• Organised, detail‑focused, and good under pressure
• Valid driving licence (for occasional client meetings)

What you’ll get

The practical stuff

• Competitive salary with performance‑related incentives
• 30 days holiday + bank holidays + Christmas closure
• A day off for your birthday
• Contributory pension scheme
• Generous sick pay

The lifestyle perks

• Study support (time + funding)
• BUPA Employee Assistance Programme
• Referral commission for introducing friends/family to the group
• Part of the company charity foundation

The career stuff

• Structured training and professional development
• Clear progression pathways
• A genuinely collaborative culture where people actually support each other

Sound like something you’d enjoy?

If you have a level 4 diploma and want to focus on doing great work with full training or without the self‑employed stress, this could be a brilliant fit.

Hit apply, or drop me a message for a quick chat.

Ellis James Partners

Recruitment for financial planning firms that actually get it