Trainee Financial Adviser - Servicing-Focused Career Growth

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

Job summary

A recruitment agency for financial planning firms seeks a Financial Adviser for a servicing-focused role in Bristol or Taunton. With a competitive salary between £30,000 and £40,000 plus incentives, this position allows you to build real client relationships without pressure. You need a Level 4 diploma and strong communication skills. Enjoy extensive benefits including holidays, training support, and a collaborative culture for professional growth.

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

Referral commission for introducing friends/family

Qualifications

• Confident communicator capable of simplifying complex advice.
• Organised, detail-focused, and good under pressure.
• Valid driving licence for occasional client meetings.

Responsibilities

• Proactively manage and service an allocated portfolio of existing clients.
• Conduct thorough reviews across investments, pensions, IHT planning, and corporate advice.
• Present clear, personalised recommendations in a way clients understand.
• Work with administrators and colleagues to deliver a first-class service.

Skills

Confident communicator who can simplify complex advice

Organised and detail-oriented

Education

Diploma in Financial Planning (CII or equivalent)

Job description

A recruitment agency for financial planning firms seeks a Financial Adviser for a servicing-focused role in Bristol or Taunton. With a competitive salary between £30,000 and £40,000 plus incentives, this position allows you to build real client relationships without pressure. You need a Level 4 diploma and strong communication skills. Enjoy extensive benefits including holidays, training support, and a collaborative culture for professional growth.