Remote Financial Adviser with High Earnings & Growth Path

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

Benefits offered by this job

Remote/hybrid work options

Paraplanning support

Professional development

Job summary

James and Partners, a rapidly expanding UK wealth management group, is recruiting Financial Advisers at multiple levels. The role offers a highly competitive employed package, access to established clients, and dedicated technical support.

Salary bands run from £55,000 to £100,000 basic, with OTE £70,000 to £120,000+. Candidates do not need an existing client bank and can move toward a self-employed model with strong earning potential.

Qualifications

• Level 4 qualified and regulated across investments, pensions and retirement planning.
• Chartered status is advantageous.
• Experience in UK financial planning and client advisory.

Responsibilities

• Manage and develop a portfolio of private clients.
• Conduct comprehensive reviews and deliver holistic financial advice.
• Advise across investments, pensions, retirement, drawdown, estate and inheritance planning.
• Onboard new clients and assets, develop referrals and new relationships.
• Work with Paraplanning and Administration support to serve clients.
• Maintain compliance and high standards of client service.

Job description

James and Partners, a rapidly expanding UK wealth management group, is recruiting Financial Advisers at multiple levels. The role offers a highly competitive employed package, access to established clients, and dedicated technical support.

Salary bands run from £55,000 to £100,000 basic, with OTE £70,000 to £120,000+. Candidates do not need an existing client bank and can move toward a self-employed model with strong earning potential.