Own Your Client Book: Senior Financial Planner (Hybrid)

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

Job summary

A growing advice firm in the UK is seeking an Experienced Financial Planner to inherit a live client bank from a retiring adviser with full support. The role includes nurturing client relationships and delivering holistic financial planning. The ideal candidate should have a Level 4 Diploma, proven client engagement skills, and be comfortable with a hybrid working pattern. This position offers a competitive salary of £75k base plus commission and a pathway to senior management roles.

Qualifications

• 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.

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

Holistic financial planning

Relationship-building

Education

Level 4 Diploma

Chartered status (preferred)

Job description

A growing advice firm in the UK is seeking an Experienced Financial Planner to inherit a live client bank from a retiring adviser with full support. The role includes nurturing client relationships and delivering holistic financial planning. The ideal candidate should have a Level 4 Diploma, proven client engagement skills, and be comfortable with a hybrid working pattern. This position offers a competitive salary of £75k base plus commission and a pathway to senior management roles.