Paraplanner - Remote Salary: £35,000-£45,000 DOE Location: Fully Remote (UK) Hours: Flexible Working Hours Contract: Employed or Self-Employed Considered An opportunity to work independently, with genuine flexibility. Are you an experienced Paraplanner who enjoys the technical side of financial planning but would prefer more autonomy over how you manage your working day? We're supporting an independent Financial Adviser who is looking for an experienced Paraplanner to support his established client bank of approximately 400 clients. Currently running the business independently, he's looking to build a small, trusted support team that will allow him to focus more of his time on advising clients and developing the business. This isn't an opportunity where you'll be closely managed or expected to sit at your desk between set hours simply for the sake of it. Instead, you'll work directly with the business owner, taking responsibility for your work and enjoying the flexibility to manage your time around your commitments. What you'll be doing Your primary responsibilities will involve preparing suitability reports and client review letters, ensuring recommendations and documentation are accurate, compliant and completed to a high standard. You'll work closely with the Adviser to understand client circumstances and recommendations, producing the technical documentation needed to support the advice process. The role is predominantly focused on report writing, making it particularly suitable for someone who enjoys this aspect of paraplanning and is comfortable working independently. What we're looking for Previous experience working as a Paraplanner within an IFA or Wealth Management environment. Strong experience preparing suitability reports and client review documentation. A good understanding of financial planning products, advice processes and compliance requirements. The ability to manage your own workload, prioritise tasks and work with minimal supervision. Excellent attention to detail and clear communication skills. Experience using Dynamic Planner would be advantageous, although it isn't essential. Why consider this opportunity? Genuine flexibility: Working hours can be arranged to suit your circumstances, provided deadlines and business requirements are met. Fully remote: Work from home, without the expectation of regular office attendance. Autonomy and trust: You'll be given responsibility for your work without unnecessary micromanagement. Direct working relationship: Work closely with the business owner, rather than navigating multiple layers of management. Flexible employment arrangements: Both employed and self-employed contractual structures can be considered. This could be an excellent opportunity for an experienced Paraplanner who values independence, enjoys producing high-quality technical work and wants a working arrangement that fits around their life.
Nov 09, 2026
Full time
Paraplanner - Remote Salary: £35,000-£45,000 DOE Location: Fully Remote (UK) Hours: Flexible Working Hours Contract: Employed or Self-Employed Considered An opportunity to work independently, with genuine flexibility. Are you an experienced Paraplanner who enjoys the technical side of financial planning but would prefer more autonomy over how you manage your working day? We're supporting an independent Financial Adviser who is looking for an experienced Paraplanner to support his established client bank of approximately 400 clients. Currently running the business independently, he's looking to build a small, trusted support team that will allow him to focus more of his time on advising clients and developing the business. This isn't an opportunity where you'll be closely managed or expected to sit at your desk between set hours simply for the sake of it. Instead, you'll work directly with the business owner, taking responsibility for your work and enjoying the flexibility to manage your time around your commitments. What you'll be doing Your primary responsibilities will involve preparing suitability reports and client review letters, ensuring recommendations and documentation are accurate, compliant and completed to a high standard. You'll work closely with the Adviser to understand client circumstances and recommendations, producing the technical documentation needed to support the advice process. The role is predominantly focused on report writing, making it particularly suitable for someone who enjoys this aspect of paraplanning and is comfortable working independently. What we're looking for Previous experience working as a Paraplanner within an IFA or Wealth Management environment. Strong experience preparing suitability reports and client review documentation. A good understanding of financial planning products, advice processes and compliance requirements. The ability to manage your own workload, prioritise tasks and work with minimal supervision. Excellent attention to detail and clear communication skills. Experience using Dynamic Planner would be advantageous, although it isn't essential. Why consider this opportunity? Genuine flexibility: Working hours can be arranged to suit your circumstances, provided deadlines and business requirements are met. Fully remote: Work from home, without the expectation of regular office attendance. Autonomy and trust: You'll be given responsibility for your work without unnecessary micromanagement. Direct working relationship: Work closely with the business owner, rather than navigating multiple layers of management. Flexible employment arrangements: Both employed and self-employed contractual structures can be considered. This could be an excellent opportunity for an experienced Paraplanner who values independence, enjoys producing high-quality technical work and wants a working arrangement that fits around their life.
Part-Time IFA Administrator - Remote Pay: £16-£20 per hour Location: Fully Remote (UK) Hours: Part-Time, Flexible Working Hours Contract: Employed or Self-Employed Considered Experienced in IFA administration and looking for something a little more flexible? I'm working with an independent Financial Adviser who is looking for an experienced Administrator to provide part-time support with the day-to-day running of his business. With an established client bank of approximately 400 clients, the Adviser currently manages the business independently and is now looking to bring in someone he can rely on to take ownership of the administration and keep things running smoothly. He's particularly keen to find someone who already understands how an IFA practice operates, can work confidently without constant supervision and enjoys having responsibility for their own workload. In return, he's offering a genuinely flexible working arrangement, with the freedom to organise your hours around other commitments. What you'll be doing You'll provide day-to-day administrative support across the financial planning process, helping to ensure clients receive a professional and efficient service. Your responsibilities will include: Managing client correspondence and responding to routine enquiries. Supporting new client onboarding and maintaining accurate client records. Processing new business applications and third party liaison. Monitoring the new business pipeline and progressing outstanding cases. Maintaining client information and supporting ongoing servicing requirements. Managing administrative tasks and ensuring important actions are completed promptly. Working directly with the Adviser to keep the business organised and running efficiently. What we're looking for Previous experience in an IFA, Financial Planning or Wealth Management administration role. A good understanding of financial services products, providers and administrative processes. Experience managing new business submissions, onboarding and pipeline activity. Strong organisational skills and attention to detail. Confidence communicating directly with clients and providers. The ability to work independently, use initiative and take ownership of tasks. Someone reliable, proactive and comfortable working without day-to-day supervision. Given the independent nature of the role, previous experience within an IFA environment is important. Why consider this opportunity? Part-time flexibility: An opportunity to work reduced hours with flexibility around when those hours are completed. Fully remote: Work from home without the need to commute. A trusted role: You'll be given the freedom to manage your responsibilities and contribute directly to the smooth running of the business. A personal working relationship: You'll work directly with the business owner, with clear communication and minimal bureaucracy. Flexible contract options: Both employed and self-employed arrangements can be considered. This opportunity could be particularly appealing if you're an experienced IFA Administrator looking to balance work with family commitments, other professional responsibilities or simply a different way of working. The Adviser isn't looking for someone who needs constant direction. He's looking for someone who understands the industry, takes pride in their work and can be trusted to get things done.
Nov 09, 2026
Full time
Part-Time IFA Administrator - Remote Pay: £16-£20 per hour Location: Fully Remote (UK) Hours: Part-Time, Flexible Working Hours Contract: Employed or Self-Employed Considered Experienced in IFA administration and looking for something a little more flexible? I'm working with an independent Financial Adviser who is looking for an experienced Administrator to provide part-time support with the day-to-day running of his business. With an established client bank of approximately 400 clients, the Adviser currently manages the business independently and is now looking to bring in someone he can rely on to take ownership of the administration and keep things running smoothly. He's particularly keen to find someone who already understands how an IFA practice operates, can work confidently without constant supervision and enjoys having responsibility for their own workload. In return, he's offering a genuinely flexible working arrangement, with the freedom to organise your hours around other commitments. What you'll be doing You'll provide day-to-day administrative support across the financial planning process, helping to ensure clients receive a professional and efficient service. Your responsibilities will include: Managing client correspondence and responding to routine enquiries. Supporting new client onboarding and maintaining accurate client records. Processing new business applications and third party liaison. Monitoring the new business pipeline and progressing outstanding cases. Maintaining client information and supporting ongoing servicing requirements. Managing administrative tasks and ensuring important actions are completed promptly. Working directly with the Adviser to keep the business organised and running efficiently. What we're looking for Previous experience in an IFA, Financial Planning or Wealth Management administration role. A good understanding of financial services products, providers and administrative processes. Experience managing new business submissions, onboarding and pipeline activity. Strong organisational skills and attention to detail. Confidence communicating directly with clients and providers. The ability to work independently, use initiative and take ownership of tasks. Someone reliable, proactive and comfortable working without day-to-day supervision. Given the independent nature of the role, previous experience within an IFA environment is important. Why consider this opportunity? Part-time flexibility: An opportunity to work reduced hours with flexibility around when those hours are completed. Fully remote: Work from home without the need to commute. A trusted role: You'll be given the freedom to manage your responsibilities and contribute directly to the smooth running of the business. A personal working relationship: You'll work directly with the business owner, with clear communication and minimal bureaucracy. Flexible contract options: Both employed and self-employed arrangements can be considered. This opportunity could be particularly appealing if you're an experienced IFA Administrator looking to balance work with family commitments, other professional responsibilities or simply a different way of working. The Adviser isn't looking for someone who needs constant direction. He's looking for someone who understands the industry, takes pride in their work and can be trusted to get things done.
Client Support Administrator Wakefield £25,000-£26,000 Office-based An established St. James's Place Partner Practice in Wakefield is looking for a Client Support Administrator to join their team. This is an opportunity for someone who enjoys keeping things organised, helping people and making sure the details are taken care of. You'll work closely with the advisers and wider team, helping ensure clients receive a smooth, professional service. Full training available for those who need. What will you be doing? Your role will cover a varied mix of administration and client support, including: Responding to client and provider enquiries, keeping people updated and chasing outstanding information. Supporting new business applications, transfers and pension-related paperwork. Preparing documentation and correspondence, ensuring everything is accurate and completed within the right timescales. Maintaining client records and keeping internal systems up to date. Helping the wider team manage their workload and ensuring nothing gets missed. Who would suit this role? You might already have experience in financial services administration, or you could be working in a general administration or customer service role and looking to take the next step. What matters most is that you're organised, have a good eye for detail and communicate confidently with people. You'll need to be comfortable managing different priorities, following things through and taking pride in getting the details right. Financial services experience would be useful, but it isn't essential. Training will be provided, with the opportunity to develop your knowledge of financial planning and build a longer-term career in the sector. The opportunity You'll be joining an established practice where your contribution will make a difference to both the team and its clients. It's a chance to develop new skills, gain experience in financial services and become an important part of the day-to-day running of the business. If you're looking for a role where you can build on your existing skills and develop from there, we'd be happy to hear from you. About Ellis James Partners Ellis James Partners is a specialist financial services recruitment consultancy working with St. James's Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow. To discuss this opportunity or other financial adviser jobs, contact Ellis James Partners.
Nov 09, 2026
Full time
Client Support Administrator Wakefield £25,000-£26,000 Office-based An established St. James's Place Partner Practice in Wakefield is looking for a Client Support Administrator to join their team. This is an opportunity for someone who enjoys keeping things organised, helping people and making sure the details are taken care of. You'll work closely with the advisers and wider team, helping ensure clients receive a smooth, professional service. Full training available for those who need. What will you be doing? Your role will cover a varied mix of administration and client support, including: Responding to client and provider enquiries, keeping people updated and chasing outstanding information. Supporting new business applications, transfers and pension-related paperwork. Preparing documentation and correspondence, ensuring everything is accurate and completed within the right timescales. Maintaining client records and keeping internal systems up to date. Helping the wider team manage their workload and ensuring nothing gets missed. Who would suit this role? You might already have experience in financial services administration, or you could be working in a general administration or customer service role and looking to take the next step. What matters most is that you're organised, have a good eye for detail and communicate confidently with people. You'll need to be comfortable managing different priorities, following things through and taking pride in getting the details right. Financial services experience would be useful, but it isn't essential. Training will be provided, with the opportunity to develop your knowledge of financial planning and build a longer-term career in the sector. The opportunity You'll be joining an established practice where your contribution will make a difference to both the team and its clients. It's a chance to develop new skills, gain experience in financial services and become an important part of the day-to-day running of the business. If you're looking for a role where you can build on your existing skills and develop from there, we'd be happy to hear from you. About Ellis James Partners Ellis James Partners is a specialist financial services recruitment consultancy working with St. James's Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow. To discuss this opportunity or other financial adviser jobs, contact Ellis James Partners.
Financial Adviser Wimborne Minster Experienced Advisers & Qualified Trainees Welcome Build your client bank without starting from zero. Joining an established wealth management practice, you'll have existing clients from day one , giving you the opportunity to build momentum while developing your own long-term client relationships. You'll also have dedicated administration, paraplanning and marketing support behind you, allowing you to spend more time with clients and less time on the paperwork. Self-Employed Financial Adviser For advisers who want the rewards of running their own business, without having to build everything from scratch. What's on offer: £36,000 guaranteed income Existing clients provided from day one 70% of Initial Advice Fees on self-generated business 60% of Initial Advice Fees on provided clients 50/50 split on Ongoing Advice Fees Revenue splits increase as your business develops Six-year Ongoing Advice Fee payout on exit, subject to minimum service/revenue criteria Dedicated administration, paraplanning and marketing support Why this opportunity? Clients from day one. Support around you. A genuine route to building your own business. You'll have experienced paraplanners, administrators and an in-house marketing team supporting you, while you focus on advising clients and growing relationships. About you We're interested in speaking with qualified/newly-qualified Financial Advisers who want to build something for the long term. You might already have an established client bank, or you might be looking for the right platform to accelerate your career. What's important is that you're confident advising clients and want the opportunity to build your own recurring income. The practice is based in the South, with the client opportunity primarily focused around Surrey. We're open to advisers based across Surrey, Hampshire, Dorset and the surrounding areas. Interested? Apply today or get in touch for a confidential conversation about the employed and self-employed options.
Nov 09, 2026
Full time
Financial Adviser Wimborne Minster Experienced Advisers & Qualified Trainees Welcome Build your client bank without starting from zero. Joining an established wealth management practice, you'll have existing clients from day one , giving you the opportunity to build momentum while developing your own long-term client relationships. You'll also have dedicated administration, paraplanning and marketing support behind you, allowing you to spend more time with clients and less time on the paperwork. Self-Employed Financial Adviser For advisers who want the rewards of running their own business, without having to build everything from scratch. What's on offer: £36,000 guaranteed income Existing clients provided from day one 70% of Initial Advice Fees on self-generated business 60% of Initial Advice Fees on provided clients 50/50 split on Ongoing Advice Fees Revenue splits increase as your business develops Six-year Ongoing Advice Fee payout on exit, subject to minimum service/revenue criteria Dedicated administration, paraplanning and marketing support Why this opportunity? Clients from day one. Support around you. A genuine route to building your own business. You'll have experienced paraplanners, administrators and an in-house marketing team supporting you, while you focus on advising clients and growing relationships. About you We're interested in speaking with qualified/newly-qualified Financial Advisers who want to build something for the long term. You might already have an established client bank, or you might be looking for the right platform to accelerate your career. What's important is that you're confident advising clients and want the opportunity to build your own recurring income. The practice is based in the South, with the client opportunity primarily focused around Surrey. We're open to advisers based across Surrey, Hampshire, Dorset and the surrounding areas. Interested? Apply today or get in touch for a confidential conversation about the employed and self-employed options.
Head of Mortgages Bournemouth / Hampshire £45,000-£50,000 + 20% of generated income An opportunity to build and lead a growing mortgage division. We're working with an established St. James's Place Partner Practice, managing over £1bn in client assets, looking for an experienced Mortgage Adviser ready to take the next step beyond a purely advisory role. You'll have an existing client base to work with, Financial Advisers generating internal referrals and the opportunity to develop new business of your own. From there, you'll take ownership of the mortgage offering, improve how it operates and, as it grows, build a wider team around you. What will you be doing? Providing mortgage advice to existing, new and referred clients. Building relationships with Financial Advisers across the practice to maximise internal referrals. Generating new business and developing your own professional network. Taking ownership of the growth and direction of the mortgage division. Reviewing and improving existing systems and processes. Recruiting, training and developing additional team members as the division grows. Maintaining high standards of advice, compliance and client service. What are we looking for? We're looking for an experienced Mortgage Adviser who is ready to step into a broader commercial and leadership role. You'll ideally have: Strong mortgage advice experience and relevant qualifications. A track record of developing client relationships and generating new business. Experience training, mentoring or developing others. Strong commercial awareness. An interest in improving processes and building a successful department. The confidence to take ownership and make decisions. Experience within St. James's Place would be beneficial, but isn't essential. The practice is open to advisers from other networks, brokerages and financial planning businesses. Why consider it? You won't be starting from scratch. There's an existing client base, an established source of internal referrals and a business that wants to invest in growing its mortgage offering. For an experienced Mortgage Adviser who enjoys advising but wants more ownership, greater influence and the opportunity to build and lead a team , it's a genuinely interesting next step.
Nov 08, 2026
Full time
Head of Mortgages Bournemouth / Hampshire £45,000-£50,000 + 20% of generated income An opportunity to build and lead a growing mortgage division. We're working with an established St. James's Place Partner Practice, managing over £1bn in client assets, looking for an experienced Mortgage Adviser ready to take the next step beyond a purely advisory role. You'll have an existing client base to work with, Financial Advisers generating internal referrals and the opportunity to develop new business of your own. From there, you'll take ownership of the mortgage offering, improve how it operates and, as it grows, build a wider team around you. What will you be doing? Providing mortgage advice to existing, new and referred clients. Building relationships with Financial Advisers across the practice to maximise internal referrals. Generating new business and developing your own professional network. Taking ownership of the growth and direction of the mortgage division. Reviewing and improving existing systems and processes. Recruiting, training and developing additional team members as the division grows. Maintaining high standards of advice, compliance and client service. What are we looking for? We're looking for an experienced Mortgage Adviser who is ready to step into a broader commercial and leadership role. You'll ideally have: Strong mortgage advice experience and relevant qualifications. A track record of developing client relationships and generating new business. Experience training, mentoring or developing others. Strong commercial awareness. An interest in improving processes and building a successful department. The confidence to take ownership and make decisions. Experience within St. James's Place would be beneficial, but isn't essential. The practice is open to advisers from other networks, brokerages and financial planning businesses. Why consider it? You won't be starting from scratch. There's an existing client base, an established source of internal referrals and a business that wants to invest in growing its mortgage offering. For an experienced Mortgage Adviser who enjoys advising but wants more ownership, greater influence and the opportunity to build and lead a team , it's a genuinely interesting next step.
Ellis James Partners Ltd
West Bridgford, Nottinghamshire
Trainee Financial Adviser (Level 4 Qualified) Nottingham office Covering Nottingham, Leicester & Derby £40,000 basic salary + 50% of new business IAF An established St. James s Place Partner Practice is looking for a Level 4 qualified individual to join the team, supporting existing clients across Nottingham, Leicester and Derby. With access to Academy training, ongoing mentorship and a client base provided, this is an opportunity to develop towards an established Financial Adviser role without having to build a book entirely from scratch. You ll have the backing of an established practice and full administrative support, allowing you to focus on developing client relationships, delivering quality advice as your training progresses and growing your earnings through a package that rewards the new business you generate. Who would suit this? A Level 4 Diploma in Financial Planning is essential. You might be newly qualified and looking to take the next step into financial advice, or an existing adviser seeking a new opportunity. You ll need to be confident building client relationships, commercially minded and motivated to develop your technical knowledge and advice skills. Experience within the St. James s Place network would be useful, but advisers from other financial planning backgrounds are welcome. The package £40,000 basic salary 50% of new business initial advice fees (IAF) An existing client base provided Academy training, ongoing mentorship and full administrative support If you re looking for a role that combines a solid basic salary, an established client base and the opportunity to grow your earnings, I d be keen to speak with you. About Ellis James Partners Ellis James Partners is a specialist financial services recruitment consultancy working with St. James s Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow. To discuss this opportunity or other financial adviser jobs, contact Ellis James Partners.
Nov 08, 2026
Full time
Trainee Financial Adviser (Level 4 Qualified) Nottingham office Covering Nottingham, Leicester & Derby £40,000 basic salary + 50% of new business IAF An established St. James s Place Partner Practice is looking for a Level 4 qualified individual to join the team, supporting existing clients across Nottingham, Leicester and Derby. With access to Academy training, ongoing mentorship and a client base provided, this is an opportunity to develop towards an established Financial Adviser role without having to build a book entirely from scratch. You ll have the backing of an established practice and full administrative support, allowing you to focus on developing client relationships, delivering quality advice as your training progresses and growing your earnings through a package that rewards the new business you generate. Who would suit this? A Level 4 Diploma in Financial Planning is essential. You might be newly qualified and looking to take the next step into financial advice, or an existing adviser seeking a new opportunity. You ll need to be confident building client relationships, commercially minded and motivated to develop your technical knowledge and advice skills. Experience within the St. James s Place network would be useful, but advisers from other financial planning backgrounds are welcome. The package £40,000 basic salary 50% of new business initial advice fees (IAF) An existing client base provided Academy training, ongoing mentorship and full administrative support If you re looking for a role that combines a solid basic salary, an established client base and the opportunity to grow your earnings, I d be keen to speak with you. About Ellis James Partners Ellis James Partners is a specialist financial services recruitment consultancy working with St. James s Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow. To discuss this opportunity or other financial adviser jobs, contact Ellis James Partners.
Associate Adviser (Trainee Pathway) London Self-employed £2,000 monthly guaranteed payment + performance incentives Build a successful career in financial advice with a clear pathway to becoming a Financial Adviser. A growing St. James's Place Partner Practice in London is looking for an ambitious Associate Adviser to join its team, with a clear pathway towards becoming a Financial Adviser. This role is aimed at someone early in their financial services career who wants more than an entry-level position. You might already have started your Level 4 Diploma, or you may be ready to commit to gaining your qualifications over the next 12-18 months. You'll work closely with the team, gaining hands-on experience in client development while studying towards qualification. Once qualified, the plan is to progress into Academy training and begin your journey as an adviser. The opportunity Client development will be a key part of the role. You'll help generate opportunities for the advisers by identifying prospective clients, building relationships and booking meetings, with additional pay linked to the meetings you arrange. Alongside this, you'll gain exposure to the financial advice process, learning how the team works with clients and develops long-term relationships. You'll receive direct mentorship from the Principal Partner, who has a proven track record of developing high-performing advisers. The expectation is that you'll take ownership of your studies, develop your commercial skills and make the most of the opportunity in front of you. Who would suit this? This role is suited to someone ambitious, commercially minded and motivated by the prospect of building a long-term career in financial advice. You don't need to be qualified already, although progress towards the Level 4 Diploma would be an advantage. You'll need to be confident speaking to people, resilient when generating new business and disciplined enough to balance studying with the demands of a client-facing role. Most importantly, you'll want to progress. This is an opportunity to learn the business, prove yourself and work towards becoming an adviser, rather than simply taking a job in financial services. The package and progression £2,000 monthly guaranteed payment on a self-employed basis Additional performance incentives linked to successful meetings booked for advisers, providing the opportunity to increase earnings alongside the monthly guarantee. Support and mentorship from the Principal Partner A target of achieving the Level 4 Diploma over 12-18 months A planned progression into Academy training and a Financial Adviser role once qualified About Ellis James Partners Ellis James Partners is a specialist financial services recruitment consultancy working with St. James's Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow. To discuss this opportunity or other Wealth Management vacancies, please contact Ellis James Partners.
Nov 08, 2026
Full time
Associate Adviser (Trainee Pathway) London Self-employed £2,000 monthly guaranteed payment + performance incentives Build a successful career in financial advice with a clear pathway to becoming a Financial Adviser. A growing St. James's Place Partner Practice in London is looking for an ambitious Associate Adviser to join its team, with a clear pathway towards becoming a Financial Adviser. This role is aimed at someone early in their financial services career who wants more than an entry-level position. You might already have started your Level 4 Diploma, or you may be ready to commit to gaining your qualifications over the next 12-18 months. You'll work closely with the team, gaining hands-on experience in client development while studying towards qualification. Once qualified, the plan is to progress into Academy training and begin your journey as an adviser. The opportunity Client development will be a key part of the role. You'll help generate opportunities for the advisers by identifying prospective clients, building relationships and booking meetings, with additional pay linked to the meetings you arrange. Alongside this, you'll gain exposure to the financial advice process, learning how the team works with clients and develops long-term relationships. You'll receive direct mentorship from the Principal Partner, who has a proven track record of developing high-performing advisers. The expectation is that you'll take ownership of your studies, develop your commercial skills and make the most of the opportunity in front of you. Who would suit this? This role is suited to someone ambitious, commercially minded and motivated by the prospect of building a long-term career in financial advice. You don't need to be qualified already, although progress towards the Level 4 Diploma would be an advantage. You'll need to be confident speaking to people, resilient when generating new business and disciplined enough to balance studying with the demands of a client-facing role. Most importantly, you'll want to progress. This is an opportunity to learn the business, prove yourself and work towards becoming an adviser, rather than simply taking a job in financial services. The package and progression £2,000 monthly guaranteed payment on a self-employed basis Additional performance incentives linked to successful meetings booked for advisers, providing the opportunity to increase earnings alongside the monthly guarantee. Support and mentorship from the Principal Partner A target of achieving the Level 4 Diploma over 12-18 months A planned progression into Academy training and a Financial Adviser role once qualified About Ellis James Partners Ellis James Partners is a specialist financial services recruitment consultancy working with St. James's Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow. To discuss this opportunity or other Wealth Management vacancies, please contact Ellis James Partners.
Financial Adviser / Trainee Financial Adviser Inherited Client Bank £2,500 Monthly Guarantee London Start with an existing client bank, benefit from ongoing mentoring and develop a long-term advisory business. A growing St. James's Place Partner Practice in London is looking for a Financial Adviser to join their team on a self-employed basis. With 75-100 existing clients ready to be serviced from day one, you'll have an immediate platform to generate income while developing your own client book and long-term business. Whether you're an experienced adviser or a Level 4 qualified professional looking to move into advice, you'll have access to structured Academy training, one-to-one mentoring from an experienced Partner and ongoing support to develop as a successful financial adviser. The opportunity You'll take responsibility for building relationships with existing clients, understanding their financial planning needs and identifying opportunities to provide further advice. You'll have full back-office support, ongoing guidance from the Partner and access to leads to help develop your business. Alongside looking after the clients provided, you'll be expected to take a proactive approach to generating opportunities, strengthening relationships and growing your own client book. This is a role for someone who wants the support of an established practice while taking ownership of their own development and commercial success. The package £2,500 monthly guaranteed payment, reviewed after 12 months 70% of initial advice fees (IAF) 50% of ongoing advice fees (OAF) 75-100 existing clients ready to be supported Full back-office support Ongoing support from the Partner, with leads available Academy training for those developing into advice Who would suit this? This could suit an experienced Financial Adviser looking for a platform to grow their business, or a Level 4 qualified professional ready to take the next step into advice. You'll need to be confident building client relationships, commercially minded and proactive in developing new opportunities. The right person will value the support available but be motivated to take ownership of their client base and long-term growth.
Nov 08, 2026
Full time
Financial Adviser / Trainee Financial Adviser Inherited Client Bank £2,500 Monthly Guarantee London Start with an existing client bank, benefit from ongoing mentoring and develop a long-term advisory business. A growing St. James's Place Partner Practice in London is looking for a Financial Adviser to join their team on a self-employed basis. With 75-100 existing clients ready to be serviced from day one, you'll have an immediate platform to generate income while developing your own client book and long-term business. Whether you're an experienced adviser or a Level 4 qualified professional looking to move into advice, you'll have access to structured Academy training, one-to-one mentoring from an experienced Partner and ongoing support to develop as a successful financial adviser. The opportunity You'll take responsibility for building relationships with existing clients, understanding their financial planning needs and identifying opportunities to provide further advice. You'll have full back-office support, ongoing guidance from the Partner and access to leads to help develop your business. Alongside looking after the clients provided, you'll be expected to take a proactive approach to generating opportunities, strengthening relationships and growing your own client book. This is a role for someone who wants the support of an established practice while taking ownership of their own development and commercial success. The package £2,500 monthly guaranteed payment, reviewed after 12 months 70% of initial advice fees (IAF) 50% of ongoing advice fees (OAF) 75-100 existing clients ready to be supported Full back-office support Ongoing support from the Partner, with leads available Academy training for those developing into advice Who would suit this? This could suit an experienced Financial Adviser looking for a platform to grow their business, or a Level 4 qualified professional ready to take the next step into advice. You'll need to be confident building client relationships, commercially minded and proactive in developing new opportunities. The right person will value the support available but be motivated to take ownership of their client base and long-term growth.
Paraplanner Wakefield Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Wakefield that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
Nov 08, 2026
Full time
Paraplanner Wakefield Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Wakefield that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
