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For Companies At a Glance
- Tasks: Provide expert financial advice and manage client portfolios with top-tier support.
- Company: Global advisory platform designed for independent financial advisors.
- Benefits: High earning potential, flexible working, and comprehensive back-office support.
- Why this job: Join a forward-thinking team and elevate your advisory career with autonomy.
- Qualifications: Experience as an Independent Financial Advisor with a portable client book.
- Other info: Opportunities for global reach and professional growth in a dynamic environment.
The predicted salary is between 84000 - 168000 £ 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
- 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
- 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 employer: James & Partners
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨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 products, and be ready to discuss how you can contribute to their success. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can give you an edge over the competition. Let’s get you that job!
We think you need these skills to ace Senior Financial Advisor
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 passionate about this role and how your background makes you the perfect fit. Don’t forget to mention any experience with international clients or innovative advisory practices.
Showcase Your Autonomy: We love independent thinkers! In your application, emphasise your ability to work autonomously while still delivering exceptional service. Share examples of how you've successfully managed your own book or navigated complex client needs.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our team!
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 resources, like the CRM and back-office support, to enhance your advisory practice and provide better service to clients.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management strategies. Think of specific examples where you successfully navigated challenges or turned around difficult client situations, showcasing your expertise and adaptability.
✨Showcase Your Vision
Articulate your long-term vision as an advisor and how it aligns with the company’s goals. Discuss your plans for scaling your book and accessing international clients, demonstrating that you’re not just looking for a job, but a partnership that supports mutual growth.
