Financial Planning Advisor

3 weeks ago


City Of London, United Kingdom Ellis James Partners Ltd Full time
Key Details

Salary: Up to £100,000+ based on funds under management and performance.

About the Role

We are seeking a skilled Financial Planning Advisor to join our team at Ellis James Partners Ltd. As an employed financial adviser, you will have immediate access to a diverse portfolio of high-net-worth clients.

You will benefit from comprehensive training and ongoing support to help you succeed in delivering high-quality service.

A supportive environment enables you to build your client base and focus on high-performance advisory work.

Earnings are directly linked to performance with three distinct salary tiers:

  • £40k for managing £40m FUM + 50% commission on new business cases
  • £60k for managing £60m FUM + 50% commission on new business cases
  • £100k for managing £100m FUM + 50% commission on new business cases
Requirements

To be successful, you will need:

  1. Fully qualified as a Financial Adviser with Level 4 Diploma in Financial Planning DipPFS or equivalent
  2. Be self-motivated and hardworking, eager to grow your career in wealth management
  3. Highest standards in delivering quality advice


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