Financial Adviser - Liverpool

James & Partners; Liverpool; Hybrid; GBP 55.000 - 100.000; Vollzeit

Benefits dieser Stelle

Remote/hybrid work

Established clients

Paraplanning support

Revenue sharing opportunities

Qualifications support

International exposure

Modern planning technology

Career progression

Zusammenfassung

James & Partners seeks a Financial Adviser to manage a private client portfolio and deliver holistic financial advice on investments, pensions, retirement, drawdown, estate and inheritance planning.

The role offers a basic salary of 55,000–100,000 with OTE 70,000–120,000+, plus remote/hybrid working options and strong support to build your own client portfolio, with no requirement to bring an existing client bank.

Qualifikationen

• Level 4 qualified and regulated advisor.
• Chartered status advantageous.

Aufgaben

• Managing and developing a portfolio of private clients.
• Conducting comprehensive reviews and delivering holistic financial advice.
• Advising across investments, pensions, retirement, drawdown, estate and inheritance planning.
• Developing long-term relationships with clients and identifying additional planning opportunities.
• Working alongside dedicated Paraplanning and Administration support.
• Onboarding new clients and assets.
• Developing referrals and new client relationships as your career progresses.
• Using modern financial planning and cashflow technology.
• Maintaining excellent standards of suitability, compliance and client service.

Ausbildung

Level 4 qualified

Chartered status advantageous

Jobbeschreibung

Financial Advisor

Basic Salary: 55,000 - 100,000

OTE: 70,000 - 120,000+

Additional Commission & Revenue Share Opportunities

My client is a rapidly expanding international wealth management and financial planning group currently undertaking significant growth across the UK. As part of this expansion, the business is looking to appoint Financial Advisers at multiple levels, from developing advisers through to experienced Senior Financial Advisers. This is an unusual opportunity combining a highly competitive employed package, established clients to service, dedicated technical support and a genuine longer-term route towards building your own client portfolio and moving into a self-employed advisory model with highly attractive commission and revenue splits. Importantly, candidates do not need to bring an existing client bank.

The Role

• Managing and developing a portfolio of private clients.
• Conducting comprehensive reviews and delivering holistic financial advice.
• Advising across investments, pensions, retirement, drawdown, estate and inheritance planning.
• Developing long-term relationships with clients and identifying additional planning opportunities.
• Working alongside dedicated Paraplanning and Administration support.
• Onboarding new clients and assets.
• Developing referrals and new client relationships as your career progresses.
• Using modern financial planning and cashflow technology.
• Maintaining excellent standards of suitability, compliance and client service.

Levels

Junior / Developing Financial Adviser

50,000+ basic + bonus OTE circa 70,000

Ideally suited to an adviser with approximately three years' UK financial planning experience who has already managed or serviced a client bank.

Candidates should be Level 4 qualified and comfortable providing regulated advice across investments, pensions and retirement planning.

A significant business development track record is not required at this level.

Financial Adviser

75,000 basic + bonus OTE circa 90,000

Candidates will typically already manage a meaningful private client portfolio, ideally 30m+ of assets under management/advice, alongside some evidence of generating new revenue or onboarding their own clients.

Level 4 is essential, with Chartered status advantageous.

Senior Financial Adviser

Up to 100,000 basic + bonus OTE circa 120,000+

Senior candidates should have a substantial track record within UK financial planning, combining sophisticated client management with evidence of generating new assets and revenue. Chartered status.

Why Consider This Opportunity?

• Basic salaries from 55,000 to 100,000.
• OTE from approximately 70,000 to 120,000+.
• No requirement to bring an existing client bank.
• Established clients available to service.
• Dedicated Paraplanning and Administration support.
• Significant additional earning potential from new clients and assets.
• Clear route into a highly lucrative self-employed advisory model.
• Attractive long-term commission and revenue-sharing potential.
• Support towards further professional qualifications and Chartered status.
• International and expatriate private client exposure.
• Modern financial planning technology and infrastructure.
• Significant career progression within a rapidly expanding international wealth management business.
• Open to remote working and hybrid working arrangements

Advisers who develop their own client relationships and generate new business can access substantial additional commission and revenue-sharing opportunities. For ambitious individuals, there is also a genuine pathway towards a self-employed advisory model offering significantly larger commission and revenue splits, providing the opportunity to build greater long-term value from the client relationships they develop. My client is particularly interested in speaking with ambitious, entrepreneurial Financial Advisers who want the security of an excellent employed package today, while retaining the opportunity to build considerably greater earnings and ownership over their client relationships in the future.