Financial Adviser - Ready-Made Client Bank, Stable Salary

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

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.