Job Description
Up to £75,000, Generous Bonus, Excellent Benefits on 3x Validation
Solihull | Hybrid Working
A fantastic opportunity has arisen for an ambitious and energetic Financial Adviser to join a growing Midlands-based team, supporting the continued expansion.
This role is ideal for an Adviser looking to take the next step in their career with immediate access to clients, recurring income, and strong professional referral sources.
The Opportunity
You will inherit a well-established client bank from day one, with:
* £250,000 of recurring fee income
* Circa 140 clients across Solihull and other cities
* A loyal client base including business owners, professionals, and high-net-worth families
* Many long-standing relationships (10+ years), with a strong proportion of retirement and drawdown clients
In addition, you will benefit from:
* A steady flow of high-quality referrals from professional introducers
* Full Paraplanning and Financial Administration support
* Flexible working arrangements (office, home visits, and hybrid working)
* Modern systems including Voyant
About the Team
The business manages approximately £430m of AUM across 600+ clients and is entering an exciting phase of growth under new regional leadership.
The current Adviser team is diverse in experience, and there is a clear need for someone who can bring:
* Energy and enthusiasm
* A proactive, “get up and go” attitude
* A desire to build long-term client relationships and develop their career
Role Responsibilities
* Manage and develop an existing portfolio of clients
* Deliver high-quality financial advice across pensions, investments, protection, and estate planning
* Build and strengthen relationships with professional introducers
* Generate new business opportunities from referrals
* Focus on intergenerational planning to retain and grow family wealth
Requirements
* Level 4 Diploma qualified (minimum)
* 2–3+ years’ experience providing regulated financial advice
* Strong interpersonal and relationship-building skills
* A proactive and driven mindset with ambition to grow
Why Apply?
* Immediate access to recurring income and clients
* Strong pipeline of quality leads
* Supportive infrastructure with full back-office support
* Opportunity to join a growing, well-backed business
* Clear scope for career progression and development
If you’re an Adviser looking for a role where you can make an immediate impact while building a long-term career, this could be the perfect next step.
Please contact Sam at Financial Divisions.