Financial Adviser: Established Client Bank, Hybrid

Ellis James Partners Limited; Northampton; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Salary 50-55k

Annual review pay

Existing client portfolio

Hybrid work

Career development

Supportive team

Job summary

Ellis James Partners Limited in Northampton is seeking a Trainee Financial Adviser to inherit an established client bank and conduct ongoing annual reviews. This is not a cold‑calling role; you’ll nurture existing client relationships with full paraplanning and admin support behind you.

You’ll focus on pensions, investments and protection, building trusted, long‑term advice for the client bank. Hybrid working with a base salary of £50,000–£55,000 and a £50 per completed review await.

Qualifications

• Paraplanner background with readiness for advisory role.
• Strong technical knowledge across pensions and investments.
• Excellent communication skills and ability to build long-term client relationships.
• Client-first approach to financial planning; SPS is advantageous but not essential.

Responsibilities

• Deliver ongoing financial planning advice across pensions, investments and protection for existing clients.
• Nurture established client relationships and ensure high service levels.

Skills

Paraplanner experience

Financial planning

Pensions knowledge

Investments knowledge

Client communication

Relationship building

Education

Level 4 Diploma in Financial Planning (DipPFS or equivalent)

Job description

Ellis James Partners Limited in Northampton is seeking a Trainee Financial Adviser to inherit an established client bank and conduct ongoing annual reviews. This is not a cold‑calling role; you’ll nurture existing client relationships with full paraplanning and admin support behind you.

You’ll focus on pensions, investments and protection, building trusted, long‑term advice for the client bank. Hybrid working with a base salary of £50,000–£55,000 and a £50 per completed review await.