Senior Financial Adviser - Remote + Path to Own Client Book

James & Partners

Liverpool

Hybrid

GBP 55,000 - 100,000

Full time

4 days ago

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Benefits offered by this job

Remote/hybrid work

Established clients

Paraplanning support

Revenue sharing opportunities

Qualifications support

International exposure

Modern planning technology

Career progression

Job summary

James & Partners seeks a Financial Adviser to manage a private client portfolio and deliver holistic financial advice on investments, pensions, retirement, drawdown, estate and inheritance planning.

The role offers a basic salary of 55,000–100,000 with OTE 70,000–120,000+, plus remote/hybrid working options and strong support to build your own client portfolio, with no requirement to bring an existing client bank.

Qualifications

Level 4 qualified and regulated advisor.
Chartered status advantageous.

Responsibilities

Managing and developing a portfolio of private clients.
Conducting comprehensive reviews and delivering holistic financial advice.
Advising across investments, pensions, retirement, drawdown, estate and inheritance planning.
Developing long-term relationships with clients and identifying additional planning opportunities.
Working alongside dedicated Paraplanning and Administration support.
Onboarding new clients and assets.
Developing referrals and new client relationships as your career progresses.
Using modern financial planning and cashflow technology.
Maintaining excellent standards of suitability, compliance and client service.

Education

Level 4 qualified

Chartered status advantageous

Job description

James & Partners seeks a Financial Adviser to manage a private client portfolio and deliver holistic financial advice on investments, pensions, retirement, drawdown, estate and inheritance planning.

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