Ellis James Partners in Northampton seeks a Financial Adviser to inherit an established client bank and conduct annual reviews, without wining new business. You will be supported by an experienced Lead Adviser while building confidence in client meetings.
Hybrid working with strong paraplanning support, mentoring, and a focus on pensions, investments and protection. Level 4 Diploma in Financial Planning is preferred, and a client-first approach is essential.
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Financial Adviser: Nurture Established Client Bank (Hybrid) in Northampton 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.