Financial Adviser

Ellis James Partners Limited; Greater London; On-site; GBP 40,000 - 100,000; Full time

Job summary

A financial advisory firm in London seeks a Financial Adviser to manage an established client bank. This role offers a stable salary linked to assets under management and 50% on initial fees, with full admin support. You will focus on building relationships while advising on investments, pensions, and estate planning, supported by ongoing referrals and training opportunities for career development. Ideal candidates will hold a Level 4 Diploma and have a few years of advising experience.

Benefits

Stable salary

No thresholds on earnings

Full admin and paraplanning support

Training and development opportunities

Qualifications

• Level 4 Diploma as a minimum (CII / CISI) + SPS in place.
• A few years' experience advising clients.

Responsibilities

• Take on an established client bank and build strong relationships.
• Review, advise, and grow both clients' portfolios and your own career.
• Receive ongoing referrals and lead generation support.

Education

Level 4 Diploma (CII / CISI)

Tools

FE Analytics

Voyant

CRM systems

Job description

Financial Adviser – Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready‑made client bank. If you’re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it.This firm has created the kind of environment advisers actually want to work in :

• AUM ready and waiting (from £40m upwards depending on experience)
• Salary directly linked to AUM (£40k – £100k+)
• 50% paid on all initial fees – no thresholds to worry about
• Full admin + paraplanning support so you can focus on clients, not paperwork
• Tech that makes your job easier (FE Analytics, Voyant, CRM systems)
• Training and development to get you to Chartered (if you’re not there already)

What the role looks like:

You’ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You’ll review, advise, and grow – both your clients’ portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you’ll have everything you need to succeed.

What we’re looking for:

• Level 4 Diploma as a minimum (CII / CISI) + SPS in place

A few years’ experience advising, wi...