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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