At a Glance
- Tasks: Help clients manage their finances and build long-term relationships.
- Company: Established wealth management practice with a supportive environment.
- Benefits: Guaranteed income, dedicated support teams, and flexible earning potential.
- Other info: Great career progression opportunities and a dynamic work culture.
- Why this job: Make a real difference in clients' lives while building your own business.
- Qualifications: Experience in finance or willingness to learn as a trainee.
Financial Adviser Stockport | Employed Self-Employed Opportunities Qualified Trainees Experienced Advisers Welcome We've partnered with a growing wealth management practice in Stockport that is looking to appoint Financial Advisers at various stages of their career. Whether you're an experienced adviser looking for greater ownership, a qualified trainee looking for the right support to develop, or someone looking to transition into advice, this opportunity offers the flexibility, infrastructure and support to help you build a successful long-term career. You'll have access to dedicated paraplanning and administration support, allowing you to focus on what matters most - building relationships with clients and delivering high-quality financial planning. Self-Employed Financial Adviser Designed for advisers who want to build their own business with the backing of an established practice. Package includes: 70% Initial Advice Fee split 50% Ongoing Advice Fee split Revenue splits increase over time Existing clients provided to help you get started Full paraplanning and administration support Discount available on future purchase of your client bank This provides the opportunity to build a valuable recurring income stream while having the support and infrastructure of an established practice behind you.
Financial Adviser employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
