Financial Planner

Financial Planner

Full-Time No home office possible
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Job Description

Employed Financial Planner – London (Hybrid/Remote)

Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available.

This opportunity could be suited to:

  • An experienced adviser seeking greater flexibility and equity potential.
  • An adviser currently stuck in a servicing-only role who wants to build their own client book with greater reward.
  • An self-employer adviser with a smaller book who wants a wider proposition and further develop.

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

The Role

  • Employed Financial Adviser, London-based, hybrid working model
  • Base salary £65,000-£75,000 (further flexibility for right candidate)
  • Performance-related bonus linked directly to personal revenue generation
  • Work alongside the principal adviser with administration and paraplanning already in place
  • Fully holistic financial planning proposition
  • Year 1 focused on learning and integration; Year 2 focused on building and growth
  • Long-term opportunity for equity participation and succe…

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Contact Detail:

Ellis James Partners Recruiting Team

Financial Planner
Ellis James Partners
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