Ellis James Partners Limited

Financial Adviser Taunton or Bristol (you chose)£30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. Oh, and 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind - employed role with stability and benefits Servicing-led, not sales-led - your job is to look after clients well, not chase volume Multiple locations - based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression - part of an ambitious, expanding business with clear career pathways Proper support - you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (CII or equivalent) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Hit apply, or drop me a message for a quick chat. Ellis James Partners Recruitment for financial planning firms that actually get it

Mortgage Adviser - London Build something of your own, with the safety net of an established firm. Ever thought about going out on your own, but the financial risk held you back?This role offers the best of both worlds: the independence to grow a Mortgage division, with the support of a respected London wealth management firm.You'll start with a 70% income split and a guaranteed income of £3,500-£5,000 per month for at least 6 months while you get established. The Package: Guaranteed income while you get up and running 70/30 split in your favour on all income generated 25% ongoing passive income from wealth referrals Freedom to grow and lead your own team as the division expands Warm leads and introductions from existing clients and introducers A pathway to future capital ownership within the business Why this role is different: This isn't about fitting into someone else's framework.It's about shaping and leading a division of your own - with infrastructure and brand reputation already in place to accelerate your success. What we're looking for: Proven track record as a Mortgage Adviser Confidence working independently Ambition to grow beyond a single adviser role Long-term mindset with the commitment to build something lasting If you've wanted the freedom to run your own business, but with the reassurance of guaranteed income and full backing - this could be your opportunity!