Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team of advisors and manage your own client book while providing top-notch financial advice.
- Company: A leading financial advisory firm with a global presence and a supportive culture.
- Benefits: Generous remuneration, scalable bonuses, remote work options, and long-term equity opportunities.
- Other info: Enjoy a fully remote model with excellent growth potential and relocation support.
- Why this job: Join a dynamic team and make a real impact in the world of investments and pensions.
- Qualifications: Experience as an Independent Financial Advisor and strong leadership skills.
The predicted salary is between 60000 - 80000 £ per year.
Are you an experienced IFA ready to lead a team of existing advisors as well as manage and build your existing book? Whether you're looking to monetise your book, scale globally, or finally access the kind of support usually reserved for private banks, this is a serious upgrade.
Whether you opt for an employed or self-employed structure, this platform is built to reward high performance:
- Employed roles come with generous fixed remuneration and a clear, scalable bonus model
- Self-employed IFAs benefit from exceptional revenue share on personal production
- Bonus accelerators and leadership incentives for senior advisors
- Immediate participation in an existing team of 6 advisors
- Long-term incentives aligned to team growth and leadership performance
- Full back-office team: client onboarding, admin, compliance, and reporting
- Real-time CRM, dedicated Relationship Managers, and onboarding teams
- Seamless cross-border onboarding capabilities for global HNW/UHNW clients
- In-house paraplanning and investment support for proposal generation
Multi-Asset Investment & Custody Solutions:
- Centralised Investment Proposition (CIP) with multi-asset flexibility
- Direct access to institutional-grade Discretionary Fund Managers (DFMs)
- Structured Products, Actively Managed Certificates (AMCs), Private Markets
- ESG portfolios, thematic investing, and tailored investment strategies
- Custody via Tier 1 global banks under competitive institutional pricing
- In-house investment committee and portfolio specialists available on-demand
Global Presence, Remote Flexibility:
- Fully remote advisory model supported with full infrastructure
- Relocation support and visa sponsorship available in select jurisdictions
- Advisors looking to plug into an existing team and earn from day one while building long-term equity
- Growth-focused IFAs looking for long-term value: equity, leadership, exit options
Financial Advisor (Investments / Pensions) employer: James & Partners
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions)
✨Network Like a Pro
Get out there and connect with other financial advisors and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info about job openings.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and experience in investments and pensions. Share insights on social media or write articles to demonstrate your knowledge. This not only boosts your visibility but also positions you as a thought leader in the field.
✨Ace the Interview
Prepare for interviews by researching the company and understanding their values and goals. Practice common interview questions and have examples ready that showcase your achievements. Remember, it’s not just about your qualifications; it’s about how you fit into their team.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings. Applying directly through us can give you an edge, as we often prioritise candidates who show genuine interest in our platform. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Advisor (Investments / Pensions)
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience as an IFA. We want to see how you've led teams and managed your own book, so don’t hold back on those achievements!
Tailor Your Application: Make your application stand out by tailoring it to our job description. Use the same language we do and reflect on how your skills align with what we're looking for. It shows us you’re genuinely interested!
Be Clear and Concise: Keep your application clear and to the point. We appreciate a well-structured application that gets straight to the heart of your qualifications and motivations. No need for fluff – just the good stuff!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at James & Partners
✨Know Your Numbers
As a Financial Advisor, you’ll need to demonstrate your understanding of investments and pensions. Brush up on key metrics, market trends, and your past performance figures. Be ready to discuss how you've successfully managed portfolios or advised clients in the past.
✨Showcase Leadership Skills
Since this role involves leading a team, highlight any previous leadership experience. Share specific examples of how you've motivated others, resolved conflicts, or driven team success. This will show that you’re not just a great advisor but also a capable leader.
✨Understand Their Platform
Familiarise yourself with the company’s offerings, especially their investment strategies and client support systems. Being able to discuss how you can leverage their resources to enhance your advisory services will impress the interviewers.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions about their team dynamics, growth opportunities, and how they support advisors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.