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- Tasks: Manage and grow a portfolio of clients, delivering tailored financial planning.
- Company: A thriving advice firm with an Employee Ownership Trust structure.
- Benefits: £75k base salary plus commission, hybrid working, and career progression.
- Why this job: Seize a unique opportunity to shape your own client book and influence the firm's future.
- Qualifications: Level 4 Diploma and proven client engagement experience required.
- Other info: Join a supportive team with clear pathways to senior leadership roles.
The predicted salary is between 54000 - 84000 £ per year.
Experienced Financial Planner (Northampton / Hybrid) £75k base + negotiated commission (Initial Advice Fee & Ongoing Advice Fee).
Take over active clients. Typical individual FUM £150k+. Step into a book that matters. Our client is a well established, growing advice firm with an Employee Ownership Trust (EOT) structure – everyone has a stake in long term success.
They are hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support.
The role:
- Own a well established portfolio from day one; nurture and grow those relationships.
- Deliver holistic, face to face financial planning backed by a supportive ops team.
- Work closely with paraplanning/admin support on review packs, reports, and suitability letters.
- Collaborate across the practice; contribute to proposition and client experience.
What’s in it for you:
- £75k base + negotiated commission (IAF / OAF).
- Paraplanning & admin support; efficient workflows and review prep.
- Progression to Senior/Manager as the practice scales; scope to hire a junior planner.
- Open to negotiation for standout candidates (bringing clients welcome, not essential).
About you:
- Level 4 Diploma (essential) with SPS; Chartered preferred.
- Proven in face to face client engagement and holistic planning.
- Based within 1 hour of Northampton; comfortable with hybrid field/office pattern.
- Relationship builder with the drive to deliver excellent client outcomes and lead as the practice grows.
Why now:
This is more than "another adviser role." It’s a genuine succession opportunity to own your book, shape the next phase of a people focused firm, and progress into senior leadership.
Financial Planner employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your Level 4 Diploma, client engagement experience, and any relevant achievements to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can nurture and grow client relationships. Be genuine and let your personality come through.
Showcase Your Client Success Stories: We love hearing about your past successes! Include specific examples of how you've delivered excellent client outcomes in your application. This will help us see your potential to contribute to our practice.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client portfolios. Brush up on key figures related to your past clients and be ready to discuss how you've managed funds effectively.
✨Showcase Your Client Engagement Skills
Prepare examples of how you've built and nurtured client relationships in the past. Highlight specific instances where your face-to-face interactions led to successful outcomes, as this role heavily relies on personal connections.
✨Understand the Company Culture
Research the firm’s Employee Ownership Trust structure and how it impacts their operations. Be ready to discuss how you can contribute to a people-focused environment and align with their long-term vision.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about challenges you've faced in financial planning and how you overcame them, especially in terms of delivering holistic advice.
