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.
Financial Adviser in Stafford employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
