Rodeo
Get started

Hays

Financial Adviser/IFA: Client Bank Provided

West Midlands
£60k – £80k/yr
Posted about 22 hours ago
Sign up to applySee more jobs like this
Get notified of more jobs like this · No spam, ever

How your CV stacks up

1Upload CV
2Analyse CV
3Improve CV

Upload your CV to see how well it fits this job role

?%

Your new company

Due to continued growth and a recent acquisition, an excellent career opportunity has arisen within a very well-established and forward-thinking financial advisory company for an experienced Financial Planner to take over the client bank of a retiring adviser. The company has successfully grown year-on-year and has a clear focus on continued growth whilst ensuring clients continue to be provided with high levels of service. Flexible working culture, no requirement to be in the office.

Your new role

Employed position and client-facing role providing advice across the full range of financial planning with a particular focus on pensions and investments. You will be provided with a client portfolio of mid-upper tier clients, including higher value clients with more complex financial planning needs. Full administration and paraplanning support provided.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

See breakdown
Save jobNot relevant
View details

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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

See breakdown
Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

See breakdown
Strong

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.

What you'll need to succeed

  • Proven experience as a Financial Adviser is essential (minimum 3-5 years)
  • Strong financial planning experience
  • Client servicing skills
  • New business development skills
  • The ability to build and retain client relationships

What you'll get in return

Employed role offering an above-market rate basic salary plus a bonus structure which will enable you to earn bonus from the outset with no validation. 6-figure earnings are realistically achievable. Good benefits package.

Get help with your application

Your very own career expert that helps elevate your application to the next level.

Get help applying for this job

This is an excellent long-term career opportunity for an adviser seeking to join a well-run financial planning business with a clear focus and direction in a role which is providing you with good clients to work with and the support to enable you to maximise your time in front of clients.

Desired Skills and Experience

  • Financial Adviser
  • IFA
  • Wealth Adviser
  • Wealth Planner
  • Chartered Financial Planner

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Trusted by 25,000+ job seekers

“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

Get help applying for this job

Location

West Midlands, England, United Kingdom

Sign up to applySee more jobs like this