Financial Planner

Ellis James Partners Ltd; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing financial advice firm in the UK is hiring an Experienced Financial Planner to manage a live client bank from a retiring adviser with full support. Offering a base salary of £75k plus commission, this role provides opportunities for progression to Senior Management while cultivating strong client relationships. Candidates must have a Level 4 Diploma and strong interpersonal skills to thrive in a hybrid environment. This position represents a unique succession opportunity in a people-focused organization.

Benefits

Negotiable commission

Paraplanning and admin support

Progression opportunities

Qualifications

• Level 4 Diploma is essential with SPS; Chartered preferred.
• Proven experience in face-to-face client engagement and holistic planning.
• Based within 1 hour of Northampton; comfortable with hybrid field/office.

Responsibilities

• Own a well-established portfolio from day one; nurture and grow those relationships.
• Deliver holistic, face-to-face financial planning backed by a supportive ops team.
• Collaborate across the practice; contribute to proposition and client experience.

Skills

Client engagement

Relationship management

Holistic financial planning

Education

Level 4 Diploma

Chartered status (preferred)

Job description

Experienced Financial Planner (Northampton / Hybrid)

£75k base + negotiated commission (Initial Advice Fee & Ongoing Advice Fee)

Take over (Apply online only) active clients Typical individual FUM £150k+

Step into a book that matters. Our client is a well established, growing advice firm with an Employee Ownership Trust (EOT) structure – everyone has a stake in long term success.

They're hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support.

The role

• Own a well established portfolio from day one; nurture and grow those relationships.
• Deliver holistic, face to face financial planning backed by a supportive ops team.
• Work closely with paraplanning/admin support on review packs, reports, and suitability letters.
• Collaborate across the practice; contribute to proposition and client experience.

What's in it for you

• £75k base + negotiated commission (IAF / OAF).
• Paraplanning & admin support; efficient workflows and review prep.
• Progression to Senior/Manager as the practice scales; scope to hire a junior planner.
• Open to negotiation for standout candidates (bringing clients welcome, not essential).

About you

• Level 4 Diploma (essential) with SPS; Chartered preferred.
• Proven in face to face client engagement and holistic planning.
• Based within 1 hour of Northampton; comfortable with hybrid field/office pattern.
• Relationship builder with the drive to deliver excellent client outcomes and lead as the practice grows.

Why now

This is more than "another adviser role." It’s a genuine succession opportunity to own your book, shape the next phase of a people focused firm, and progress into senior leadership.