Hybrid Financial Planner Flexible Client-Facing Wealth

Ellis James Partners Ltd; United Kingdom; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A leading wealth management firm in the United Kingdom seeks an experienced Financial Planner for a client-facing role that offers flexibility. You will benefit from a competitive salary of £60,000-£70,000, plus bonuses and generous benefits like an 8% pension contribution and private medical insurance. Ideal candidates will have 3+ years of experience and a Level 4 qualification in financial planning, with a focus on building professional relationships without the pressure of validation.

Benefits

Competitive salary

Annual bonus

8% employer pension contribution

Private medical insurance

Structured support for professional development

Qualifications

• 3+ years working as a Financial Planner.
• Chartered status preferred, support available for those still qualifying.
• Experience delivering advice across pensions, investments, protection, and tax.

Responsibilities

• Manage client portfolio and provide quality financial advice.
• Generate new client opportunities and build networks.
• Commit to ethical practices and strong customer service.

Skills

Financial planning

Client relationship building

Holistic financial advice

Ethical commitment

Education

Level 4 qualification in Regulated Financial Planning

Job description

A leading wealth management firm in the United Kingdom seeks an experienced Financial Planner for a client-facing role that offers flexibility. You will benefit from a competitive salary of £60,000-£70,000, plus bonuses and generous benefits like an 8% pension contribution and private medical insurance. Ideal candidates will have 3+ years of experience and a Level 4 qualification in financial planning, with a focus on building professional relationships without the pressure of validation.