At a Glance
- Tasks: Advise clients on wealth management and grow your client base with strong support.
- Company: Ellis James Partners Ltd., a well-established financial advisory firm.
- Benefits: Guaranteed income, transition pathways to self-employment, and comprehensive support.
- Other info: Join a supportive environment with opportunities for personal and professional growth.
- Why this job: Start strong with ready clients and dedicated teams to help you succeed.
- Qualifications: Passion for finance and strong communication skills.
Ellis James Partners Ltd. in Wimborne Minster offers Financial Adviser roles with both employed and self-employed opportunities. You’ll join an established wealth management practice with existing clients, supported by administration, paraplanning and marketing teams to help you focus on advising clients and growing your book.
The package includes a guaranteed income for self-employed roles, and pathways to transition into self-employment, plus structured support for client acquisition.
Wealth Adviser: Start Strong with Ready Clients & Support employer: Ellis James Partners Ltd
Joining our Bristol office as a Client Relationship Manager offers you the chance to be part of a dynamic and growing financial planning practice that prioritises client experience and professional development. With generous benefits such as enhanced holiday, a bonus scheme, and opportunities for career growth, you'll thrive in a supportive, team-driven culture that values your contributions and encourages you to take ownership of your role. This is not just a job; it's a meaningful opportunity to make a real impact within a respected SJP Practice.
