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- Tasks: Manage and grow a portfolio of clients, delivering holistic financial planning.
- Company: Established advice firm with an Employee Ownership Trust structure.
- Benefits: £75k base salary plus commission, full support, and career progression.
- Why this job: Take over an active client bank and shape the future of a people-focused firm.
- Qualifications: Level 4 Diploma required; Chartered preferred with proven client engagement skills.
- Other info: Hybrid working model with opportunities for senior leadership roles.
The predicted salary is between 60000 - 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 in London 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 in London
✨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 in London
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 face-to-face client engagement and holistic planning experience, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention your Level 4 Diploma and any relevant achievements that showcase your ability to nurture client relationships.
Showcase Your Client Management Skills: Since you'll be taking over an active client bank, it's crucial to demonstrate your experience in managing and growing client portfolios. Share specific examples of how you've successfully built relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
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 previous clients and be ready to discuss how you've managed funds effectively.
✨Showcase Your Relationship Skills
This role is all about nurturing client relationships. Prepare examples of how you've built trust and rapport with clients in the past. Think about specific situations where your interpersonal skills made a difference in client outcomes.
✨Understand the Company Culture
Research the firm’s Employee Ownership Trust structure and how it impacts their approach to client service. Be ready to discuss how you can contribute to a people-focused environment and align with their values.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities in real-life scenarios. Think through potential challenges you might face with the existing client bank and how you would address them, showcasing your holistic planning approach.
