Financial Adviser

Ellis James Partners Ltd
London
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
Posted 2025-09-10

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