Trainee Financial Adviser - Servicing-Focused Career Growth

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

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.