Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial advice and build tailored plans for clients.
- Company: Join a people-first firm in a high-growth phase.
- Benefits: Generous salary, competitive bonuses, and flexible hybrid working.
- Why this job: Step into an existing client bank and fast-track your career.
- Qualifications: Current CAS status and a client-focused, ethical mindset.
- Other info: Supportive team with modern tech tools and dedicated admin support.
The predicted salary is between 36000 - 60000 £ per year.
Overview
The Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James Partners
Experienced Financial Adviser
Ready to get ahead in your career as a Financial Planner and start with an existing client bank of £80m+ AUM?
This role puts you straight into an established portfolio, so you can focus on what matters: giving great advice and growing your book.
You\’ll be joining a people-first firm in a high-growth phase, offering a generous base salary, competitive bonus payable from day one, and a supportive environment designed to help you thrive.
Advisers at all levels welcome – you\’ll need current CAS status. Client bank size will match your experience (c £80m available), and your salary will reflect this too.
Why this role?
- Step straight into an existing client bank – no waiting.
- Attractive bonus structure, payable in the first month
- Flexible hybrid working model.
- Warm leads and referrals to keep your pipeline flowing.
- Dedicated admin and compliance support will free you up to advise.
- Modern tech tools to streamline your day.
- Provide holistic advice on pensions, investments, and protection.
- Build tailored financial plans and deliver regular reviews.
- Convert new business from referrals and leads.
- Keep up to date with market changes and regulations.
- Work alongside a supportive team focused on compliance and client success.
What You\’ll need
- CAS status
- Client-focused, ethical, and driven
- Willingness to travel for key meetings
Ready to stop starting over?
If you want to fast-track your career with a forward-thinking firm that values your expertise, let\’s connect. Send a message to learn more about this West Midlands opportunity.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Finance, Strategy/Planning, and Business Development
Industries
- Financial Services, Investment Management, and Investment Advice
#J-18808-Ljbffr
Financial Adviser employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can lead to warm leads and referrals that are gold for your career.
✨Showcase Your Expertise
When you meet potential clients or employers, make sure to highlight your CAS status and any unique skills you bring to the table. Share success stories from your previous roles to demonstrate how you can add value right away. Remember, confidence is key!
✨Leverage Technology
Use modern tech tools to streamline your processes and impress potential clients. Familiarise yourself with the latest financial planning software and show how you can use these tools to provide tailored advice. This will set you apart from the competition.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings. Applying directly through us not only shows your interest but also gives you a better chance of landing that dream role. We’re here to help you fast-track your career!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Adviser. Highlight your CAS status and any relevant experience with client banks, as this will show us you’re ready to hit the ground running.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can contribute to our people-first firm. Don’t forget to mention your approach to client relationships!
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just duties. We want to see how you’ve made a difference in previous roles, especially in terms of client satisfaction and business growth.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ellis James Partners
✨Know Your Numbers
As a Financial Adviser, you’ll need to be comfortable discussing figures. Brush up on your knowledge of the client bank and be ready to talk about how you can grow it. Prepare some examples of how you've successfully managed portfolios in the past.
✨Showcase Your Client-Centric Approach
This role is all about providing great advice and building relationships. Be prepared to share specific instances where you’ve put clients first and how that has led to successful outcomes. Highlight your ethical approach and commitment to client success.
✨Familiarise Yourself with Market Trends
Stay updated on the latest market changes and regulations. During the interview, demonstrate your knowledge of current trends in pensions, investments, and protection. This will show that you’re proactive and well-informed, which is crucial for a Financial Adviser.
✨Ask Insightful Questions
Interviews are a two-way street. Prepare thoughtful questions about the firm’s culture, support systems, and growth opportunities. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
