Wealth Adviser — Remote/Hybrid, Path to Self-Employed

James & Partners; West Kirby; Hybrid; GBP 55,000 - 100,000; Full time

Benefits offered by this job

Remote/Hybrid work options

Paraplanning and admin support

Job summary

James & Partners invites ambitious Financial Advisers to join a rapidly expanding wealth management group in the UK. Roles range from junior to senior levels, offering a strong employed base and significant bonus/OTE potential.

Basic salary ranges from £55,000 to £100,000 with OTE £70,000 to £120,000+. There is no requirement to bring a pre-existing client bank, and there is support to build your own client base through revenue shares and commissions.

Qualifications

• Level 4 qualified and comfortable providing regulated advice across investments, pensions and retirement planning.
• Approximately three years UK financial planning experience with client bank experience is beneficial.
• Chartered status is advantageous and helpful for career progression.

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.
• 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.

Skills

Client relationship management

Financial planning

Regulatory compliance

Cashflow modelling

Education

Level 4 qualified

Chartered status advantageous

Tools

Cashflow software

Job description

James & Partners invites ambitious Financial Advisers to join a rapidly expanding wealth management group in the UK. Roles range from junior to senior levels, offering a strong employed base and significant bonus/OTE potential.

Basic salary ranges from £55,000 to £100,000 with OTE £70,000 to £120,000+. There is no requirement to bring a pre-existing client bank, and there is support to build your own client base through revenue shares and commissions.