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For Companies At a Glance
- Tasks: Provide expert financial advice and manage client portfolios with a focus on growth.
- Company: Global advisory platform designed for independent financial advisors.
- Benefits: Competitive earnings, flexible work options, and comprehensive support infrastructure.
- Why this job: Join a forward-thinking team and elevate your advisory career with autonomy and international reach.
- Qualifications: Experience as an Independent Financial Advisor with a portable client book.
- Other info: Fully remote model with relocation support and excellent career progression opportunities.
The predicted salary is between 72000 - 120000 £ per year.
Employed and Self-Employed Roles Available £100,000K – £200,000 OTE | Qualified Lead Flow | Institutional Products | Turnkey Advisory Infrastructure
Are you an experienced IFA ready to break free from limited platforms, legacy systems, and lack of support? We’re working exclusively with a global advisory platform built specifically for independent advisors who want to scale their business, access international clients, and deliver a premium service without sacrificing autonomy or ownership. 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.
What You Get – Fully Built Platform:
- Employed roles come with generous fixed remuneration and a clear, scalable bonus model
- Self-employed IFAs benefit from exceptional revenue share on personal production
- Access to qualified lead flow and acquired books to drive AUM growth quickly
- Bonus accelerators and leadership incentives for senior advisors
- Structured options for book monetisation, transition, or succession
- No clawbacks. No convoluted terms. Just a fair, transparent model with serious upside.
- 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
Qualified Client Flow & Growth Infrastructure:
- Regular access to pre-qualified, high-conversion leads
- Opportunities to take over acquired books of clients to fast-track AUM growth
- Optional internal client transfers, joint advisory work, and internal referral system
- 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
- Regulated offices across the UK, Switzerland, EU, UAE, and Asia
- Fully remote advisory model supported with full infrastructure
- Relocation support and visa sponsorship available in select jurisdictions
Who This Is Built For:
- IFAs with a portable book seeking scale and support
- Advisors tired of running everything solo — admin, compliance, reporting
- Professionals seeking access to better product architecture and international reach
- Growth-focused IFAs looking for long-term value: equity, leadership, exit options
- Senior advisors planning a transition or succession with monetisation in mind
Ready to step into a smarter advisory model? No platform lock-in. Just better infrastructure and better outcomes for you and your clients.
DM or contact James & Partners for a confidential discussion.
Senior Financial Advisor in London employer: James & Partners
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial trends. This not only highlights your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company thoroughly, understand their values, and be ready to discuss how you can contribute to their success. Confidence and preparation go hand in hand.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in front of the right people. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Senior Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Financial Advisor role. Highlight your achievements in financial advising, especially those that demonstrate your ability to scale businesses and manage client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our platform. Share your vision for how you can leverage our resources to enhance your advisory practice and support your clients.
Showcase Your Independence: We love independent thinkers! In your application, emphasise your experience as an IFA and how you’ve successfully navigated challenges on your own. This will show us you’re ready to take full advantage of the autonomy we offer.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at James & Partners
✨Know Your Numbers
As a Senior Financial Advisor, you’ll need to demonstrate your understanding of financial metrics and performance indicators. Brush up on your past achievements, such as AUM growth percentages and client retention rates, so you can confidently discuss how you've driven results in previous roles.
✨Understand the Platform
Familiarise yourself with the global advisory platform's offerings and how they differ from traditional models. Be ready to explain how you would leverage their turnkey advisory infrastructure to enhance your service delivery and client satisfaction.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management strategies. Think about specific situations where you successfully navigated challenges or capitalised on opportunities, and be prepared to share these examples during the interview.
✨Showcase Your Growth Mindset
This role is all about scaling and support, so highlight your ambition and willingness to grow. Discuss your plans for monetising your book and how you envision expanding your client base internationally, demonstrating that you're not just looking for a job, but a long-term partnership.
