Financial Adviser: Remote/Hybrid Growth & Wealth Planning

James & Partners; Birmingham; Hybrid; GBP 55,000 - 100,000; Full time

Benefits offered by this job

Remote or hybrid working

Dedicated support and paraplanning

Job summary

James & Partners is expanding its UK wealth management division and seeks Financial Advisers at multiple levels. The role offers a competitive employed package, with dedicated support and a pathway to self-employed advisory models.

Responsibilities include servicing private clients, delivering holistic financial advice, and developing client relationships across investments, pensions and retirement planning, with modern planning tools and compliance at the core.

Qualifications

• Requires Level 4 qualification and regulatory adviser status.
• Experience managing private client portfolios.
• Proven ability to develop new revenue or onboard clients.

Responsibilities

• Manage and develop a portfolio of private clients.
• Provide holistic financial advice across investments, pensions and retirement planning.
• Onboard new clients and assets; maintain compliant client relationships.

Skills

Portfolio management

Financial planning

Regulatory compliance

Client relationship skills

Education

Level 4 qualification

Chartered status advantageous

Job description

James & Partners is expanding its UK wealth management division and seeks Financial Advisers at multiple levels. The role offers a competitive employed package, with dedicated support and a pathway to self-employed advisory models.

Responsibilities include servicing private clients, delivering holistic financial advice, and developing client relationships across investments, pensions and retirement planning, with modern planning tools and compliance at the core.