Ellis James Partners Ltd

Financial Adviser Bristol (also Taunton / Cheltenham options) £40,000 £45,000 + 40% New Business Bonus This is a servicing-focused Financial Adviser role within a growing wealth management business, managing an established client portfolio and delivering ongoing financial planning advice across pensions, investments and wider wealth planning needs. The role will suit either a newly qualified adviser ready to step into client-facing work, or an experienced adviser or banker looking for a more structured environment focused on client servicing. Full training will be provided. You ll be given an allocated client bank and the support to manage and develop those relationships over time, with full administrative and technical backing from an experienced team. This is not a cold-calling or self-generated business development role. The focus is on delivering high-quality advice, maintaining strong client relationships, and ensuring consistent ongoing service. What you'll need Level 4 Diploma in Financial Planning (or equivalent) Driving License Confident client communicator Organised and detail-focused approach Ability to work within a structured advisory process Package £40,000-£45,000 basic + bonus 30 days holiday + bank holidays + Christmas closure Birthday day off Pension scheme Study support and professional development Employee assistance programme This is an opportunity to join a well-supported advisory environment where the emphasis is on delivering consistent, high-quality financial planning rather than volume-driven sales activity.

Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.

SJP Client Relationship Manager Bristol £25,000 - £32,500 Enhanced Holiday & Generous Bonus Scheme The role This is an opportunity to join one of the UK's leading St. James's Place Practices in a role that's central to the day-to-day running of a busy and growing financial planning business. If you're already working within an SJP environment, this will feel familiar from day one - but with more ownership of the front-of-house client experience and a genuinely central position within a growing office. This role sits at the intersection of reception, client support and PSS administration. You'll be trusted as a key point of contact for clients, advisers and visiting partners, while also supporting the operational flow of the business. It's a busy, people-first role where you're never far from live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. About you: Previous St. James's Place (SJP) experience is essential Strong understanding of client administration processes within an SJP practice Confident communicator with a professional, client-facing approach Highly organised with strong attention to detail Comfortable working in a fast-paced, multi-priority environment Proactive and reliable - someone who takes ownership rather than waiting to be asked What this role offers With 3 company offices in total, this is an opportunity to join a respected SJP Practice at an important stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this move For someone already working in an SJP admin or client support role, this is a chance to step into a more visible, front-of-house position where you become central to the client experience and day-to-day rhythm of the office. It's familiar - but with more ownership, more visibility, and a clear route to grow within a respected and expanding practice.

Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.