Experienced Financial Adviser
Birmingham (+ Surrounding Areas)
Salary: £60k-£70k
Existing 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