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.
- Other info: Supportive team with modern tech tools and dedicated admin support.
- Why this job: Step into an existing client bank and fast-track your career.
- Qualifications: Current CAS status and a client-focused, ethical mindset.
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
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Financial Adviser in Birmingham employer: Ellis James Partners
James's Place Practices is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and professional growth. With generous benefits such as enhanced holiday, a robust bonus scheme, and support for industry qualifications, employees are empowered to thrive in their roles while contributing to a positive team environment. Located in Bristol, this role provides a unique opportunity to be at the heart of client engagement within a growing financial planning business, making it a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ellis James Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ellis James Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ellis James Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ellis James Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ellis James Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ellis James Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ellis James Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
