Wealth Adviser: Remote Potential & Self-Employed Path

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

Benefits offered by this job

Remote/hybrid work

Career development opportunities

Structured support for progression

Job summary

James and Partners in the United Kingdom is expanding its wealth management team. They are recruiting Financial Advisers at multiple levels with a highly competitive employed package, established clients, dedicated technical support, and a path toward building your own client portfolio and a self-employed advisory model with attractive commissions.

Roles include managing a private client portfolio, delivering holistic financial advice across investments, pensions, retirement, drawdown, and

Qualifications

• Level 4 qualification and regulated advisory capability.
• Experience advising on investments, pensions, retirement and tax planning.
• Ability to manage and develop a private client portfolio.

Responsibilities

• Managing and developing a portfolio of private clients.
• Conducting comprehensive reviews and delivering holistic financial advice.
• Advising across investments, pensions, retirement, drawdown, estate planning.
• Developing long-term relationships with clients.
• Onboarding new clients and assets.
• Using modern financial planning and cashflow technology.
• Maintaining standards of suitability and compliance.

Skills

Portfolio management

Regulated advisory

Client relationship

Education

Level 4 qualification

Job description

James and Partners in the United Kingdom is expanding its wealth management team. They are recruiting Financial Advisers at multiple levels with a highly competitive employed package, established clients, dedicated technical support, and a path toward building your own client portfolio and a self-employed advisory model with attractive commissions.

Roles include managing a private client portfolio, delivering holistic financial advice across investments, pensions, retirement, drawdown, and