Financial Planner

Ellis James Partners; Greater London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A growing IFA firm in London is seeking an ambitious Employed Financial Adviser to build a client book supported by full administrative infrastructure. The role offers a hybrid working model with a base salary of £65,000-£75,000, plus performance-related bonuses. Ideal candidates will have experience in advisory roles and be looking for long-term growth and equity participation opportunities. This position allows for significant professional development in a supportive environment.

Qualifications

• Experienced adviser seeking greater flexibility and equity potential.
• Adviser currently in a servicing-only role wanting to build a client book.
• Self-employed adviser with a smaller book wanting a wider proposition.

Responsibilities

• Work alongside the principal adviser with administration in place.
• Focus on learning and integration in the first year.
• Build client relationships and revenue in the second year.

Job description

Job Description

Employed Financial Planner - London (Hybrid/Remote)

Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available.

This opportunity could be suited to:

• An experienced adviser seeking greater flexibility and equity potential.
• An adviser currently stuck in a servicing-only role who wants to build their own client book with greater reward.
• An self-employer adviser with a smaller book who wants a wider proposition and further develop.

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

The Role

• Employed Financial Adviser, London-based, hybrid working model
• Base salary £65,000-£75,000 (further flexibility for right candidate)
• Performance-related bonus linked directly to personal revenue generation
• Work alongside the principal adviser with administration and paraplanning already in place
• Fully holistic financial planning proposition
• Year 1 focused on learning and integration; Year 2 focused on building and growth
• Long-term opportunity for equity participation and succe...