Financial Adviser - Remote with Self-Employed Earnings

James and Partners; Liverpool; Hybrid; GBP 55,000 - 100,000; Full time

Benefits offered by this job

Paraplanning support

Administration support

Remote/hybrid options

Job summary

James and Partners, a rapidly expanding international wealth management group in the UK, is appointing Financial Advisers at multiple levels. This is a highly competitive employed package with established clients, strong technical support and a genuine route toward building your own portfolio, with the option to move into a self-employed advisory model.

Responsibilities include managing private client portfolios, conducting comprehensive reviews, and delivering holistic advice across

Qualifications

• Level 4 qualification is essential
• Chartered status advantageous
• Experience in UK financial planning is preferred

Responsibilities

• 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.
• Onboarding new clients and assets.
• Using modern financial planning and cashflow technology.
• Maintaining excellent standards of suitability, compliance and client service.

Job description

James and Partners, a rapidly expanding international wealth management group in the UK, is appointing Financial Advisers at multiple levels. This is a highly competitive employed package with established clients, strong technical support and a genuine route toward building your own portfolio, with the option to move into a self-employed advisory model.

Responsibilities include managing private client portfolios, conducting comprehensive reviews, and delivering holistic advice across