Financial Adviser
London | Bournemouth | Wider Locations considered
Employed & Self-Employed
Experienced or Qualified Trainees Welcome
Joining an established wealth management practice, you'll receive clients to help you build momentum while being encouraged and supported to develop your own long-term client bank. With dedicated administration, paraplanning and marketing teams behind you, you'll spend more time advising clients and less time managing paperwork.
Self-Employed Financial Adviser
For advisers who want the rewards of running their own business without starting from scratch.
Package includes:
- £36,000 guaranteed income
- Existing clients to get you started
- 70% Initial Advice Fees (self-generated business)
- 60% Initial Advice Fees (provided clients)
- 50/50 split on Ongoing Advice Fees
- Revenue splits increase as your business develops
- Six-year Ongoing Advice Fee payout on exit (subject to a minimum of 10 years' service or £800,000 of revenue generated)
- Dedicated administration, paraplanning and marketing support
This model provides immediate earning potential while allowing you to build a valuable long-term recurring income stream.
Employed Financial Adviser
Ideal for advisers who want financial security with the opportunity to progress into self-employment in the future.
Package includes:
- Salary up to £60,000
- Existing clients provided
- 30% Initial Advice Fees (self-generated business)
- 20% Initial Advice Fees (provided clients)
- Full administration, paraplanning and marketing support
- Clear pathway to transition into the self-employed model
Why Join?
- Clients allocated from day one
- Dedicated administration team
- Experienced paraplanning support
- In-house marketing team helping generate opportunities
- Spend more time advising and less time on administration
- Backed by one of the UK's leading wealth management brands
We're keen to speak with qualified Financial Advisers who are passionate about building long-term client relationships and delivering holistic financial planning. Whether you're already established or looking for a platform that will accelerate your career, we'd love to have a confidential conversation.
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Financial Adviser in London employer: Ellis James Partners
Join a prestigious Wealth Management firm in the heart of London, where your career as a Trainee Financial Advisor can flourish through a structured development programme. With a strong emphasis on mentoring and professional growth, you'll gain invaluable experience working alongside seasoned Wealth Managers, all while enjoying a vibrant work culture that prioritises employee wellbeing and collaboration. Benefit from competitive bonuses, hybrid working options, and a host of perks designed to support your journey towards becoming a Chartered Financial Planner.
