Eden Rose
Financial Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90793
Location
Birmingham
Salary
£50,000 - £55,000 Per Annum
Employment Type
Permanent
Location: Birmingham, West Midlands
Type: Permanent
Job #90793
Salary: £50,000 - £55,000 Per Annum
Financial Adviser – Solihull – Remote
£50,000 + 25% Bonus + Existing Client Bank (£200k Recurring Income) + Hybrid Working + PMI + 8% Pension + Death in Service
Are you an experienced Financial Adviser looking to inherit an established client bank from day one, allowing you to focus on delivering exceptional advice rather than cold business development?
This is an outstanding opportunity to join a highly respected independent financial planning business that forms part of one of the UK’s leading adviser networks. The firm has built an excellent reputation for delivering holistic, client-focused advice and benefits from the backing of a large national network, providing advisers with first-class compliance, technical support and business infrastructure, while maintaining the feel of a close-knit, independent practice.
You’ll take over an established portfolio of approximately 125-150 clients, generating around £200,000 of recurring annual income, with 100% of ongoing income credited towards your bonus from day one. This is a genuine servicing role, giving you the opportunity to deepen existing relationships while identifying natural opportunities for additional advice where appropriate.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The role offers excellent autonomy, allowing you to work from home, manage your own diary and organise client meetings in a way that suits both you and your clients.
The Role
- Take ownership of an established portfolio of 125-150 existing clients
- Provide holistic financial planning advice across pensions, investments and retirement planning
- Conduct annual and ongoing client reviews to ensure plans remain appropriate
- Build long-term trusted relationships through exceptional client service
- Identify additional planning opportunities within an existing client bank
- Manage your own diary with the flexibility to work from home
- Deliver compliant, client-focused advice supported by an experienced technical and compliance team
The Person
- Experienced Financial Adviser with strong relationship management skills
- Level 4 Diploma qualified with a current Statement of Professional Standing (SPS)
- Passionate about delivering high-quality ongoing financial advice
- Comfortable managing an established portfolio of clients
- Professional, personable and client-focused approach
- Self-motivated with the ability to work independently while benefiting from a supportive wider team
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Benefits
- £50,000 basic salary
- 25% bonus on validation above three times basic salary
- Existing client bank generating approximately £200,000 recurring income
- 100% of ongoing income credited towards bonus from day one
- Hybrid and home-based working with full diary autonomy
- 8% employer pension contribution
- Private Medical Insurance
- Death in Service cover
- Mileage expenses paid for client meetings
- Backed by one of the UK’s largest and most respected independent financial planning networks, offering market-leading compliance, technical expertise and adviser support whilst retaining the flexibility and culture of an independent advice firm
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills