Wealth Advisor: Remote Growth Path to Self-Employed

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

Benefits offered by this job

Remote or hybrid working

Job summary

James & Partners is recruiting Financial Advisors at multiple levels for UK expansion. Basic salaries range from 55,000 to 100,000 with OTE of 70,000 to 120,000 plus, plus commission and revenue share opportunities.

You do not need to bring an existing client bank; established clients are available and dedicated technical support is provided. Roles include junior to senior advisers; the path offers a move toward self-employed advisory model with attractive splits.

Qualifications

• Level 4 qualified and able to provide regulated advice across investments, pensions and retirement planning.
• Experience with UK financial planning standards and regulatory requirements.
• Willingness to develop client relationships and grow assets.

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 Financial Adviser

Chartered status advantageous

Job description

James & Partners is recruiting Financial Advisors at multiple levels for UK expansion. Basic salaries range from 55,000 to 100,000 with OTE of 70,000 to 120,000 plus, plus commission and revenue share opportunities.

You do not need to bring an existing client bank; established clients are available and dedicated technical support is provided. Roles include junior to senior advisers; the path offers a move toward self-employed advisory model with attractive splits.