Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and develop a portfolio of private clients with high-quality financial planning.
- Company: Highly regarded wealth firm offering flexibility and support.
- Benefits: Attractive fee-sharing terms, remote work, and strong operational support.
- Why this job: Join a respected practice and grow your career in a flexible environment.
- Qualifications: Minimum two years' experience as a financial adviser.
- Other info: Work remotely from anywhere in the UK with occasional team meetings.
We are seeking an experienced Financial Adviser (2 years) to join a highly regarded wealth firm based between Solihull and Coventry. The position offers genuine flexibility and a readymade client bank, with the option to join on either an employed or self-employed basis, and the ability to work remotely with occasional visits to the office.
Structure Options:
- Employed: Basic salary: £50,000-£60,000, 70% Initial Advice Fees (IAF), 50% Ongoing Advice Fees (OAF), Dedicated support via a pod structure
- Self-Employed: Monthly retainer, 70% Initial Advice Fees (IAF), 50% Ongoing Advice Fees (OAF), Dedicated support via a pod structure
Key Responsibilities:
- Manage and develop a portfolio of private clients, delivering high-quality financial planning and advice
- Leverage an existing client bank while actively growing it through referrals and new business activity
- Work collaboratively within a pod structure, benefiting from diary management, paraplanning, administration, marketing, and new business support
Compensation and Benefits:
- Attractive fee-sharing terms (70% IAF, 50% OAF) across both options
- Access to an existing client bank
- Strong operational support to enhance client service and adviser productivity
- Remote working available from anywhere in the UK, with occasional team meetings
This opportunity is ideal for an experienced adviser (minimum two years' experience) who is looking for strong infrastructure, and flexibility in how they work. If you are motivated to grow and develop within a respected practice, we would welcome an initial conversation.
Financial Planner in Solihull employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Solihull
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect job!
✨Tip Number 2
Show off your skills! Create a personal website or LinkedIn profile that highlights your experience and successes as a Financial Adviser. Share insights or articles related to financial planning to position yourself as an expert in the field.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or mentors. Focus on articulating how you can manage and develop client portfolios effectively, and be ready to discuss your approach to delivering high-quality financial advice.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows you’re serious about joining our team and taking advantage of the flexibility we offer.
We think you need these skills to ace Financial Planner in Solihull
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience as a Financial Adviser and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share your passion for financial planning and how you can leverage our existing client bank to grow your portfolio.
Showcase Your Experience: Since we’re looking for someone with at least two years of experience, make sure to showcase your achievements in previous roles. We love seeing how you've managed and developed client portfolios successfully!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to wealth management and be prepared to discuss how you've used data to inform your advice in the past.
✨Showcase Your Client Management Skills
Since you'll be managing a portfolio of private clients, think of specific examples where you've successfully built relationships or grown a client base. Be ready to share stories that highlight your ability to deliver high-quality financial planning and advice.
✨Understand the Pod Structure
Familiarise yourself with the pod structure mentioned in the job description. Be prepared to discuss how you can collaborate effectively within a team, leveraging support for diary management and paraplanning to enhance client service.
✨Flexibility is Key
This role offers remote working options, so be ready to talk about how you manage your time and productivity when working from home. Share any experiences that demonstrate your ability to stay organised and focused in a hybrid work environment.
