Company: ELLIS JAMES PARTNERS LIMITED
Job Type: Permanent, FullTime
Salary: £60,000 - £70,000 per annum
Experienced Financial AdviserBirmingham (+ Surrounding Areas)Salary: £60k-£70kExisting client bank | c £80m+ AUM | 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.
Your day-to-day: - Provide holistic advice on pensions, investments, and protection.
- Build tailored financial plans and deliver regular reviews.
- Deepen long-term client relationships.
- 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: - Level 4 Diploma qualified.
- 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.