Ellis James Partners Ltd jobs

Paraplanner Stockport Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Stockport 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. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice. 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.

Financial Adviser Wimborne Minster Employed & Self-Employed Opportunities Experienced or Qualified Trainees Welcome Joining an established wealth management practice, you'll receive clients to help you build momentum while being encouraged and supported to develop your own long-term client bank. With dedicated administration, paraplanning and marketing teams behind you, you'll spend more time advising clients and less time managing paperwork. Self-Employed Financial Adviser For advisers who want the rewards of running their own business without starting from scratch. Package includes: - £36,000 guaranteed income - Existing clients to get you started - 70% Initial Advice Fees (self-generated business) - 60% Initial Advice Fees (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 a minimum of 10 years' service or £800,000 of revenue generated) - Dedicated administration, paraplanning and marketing support This model provides immediate earning potential while allowing you to build a valuable long-term recurring income stream. Employed Financial Adviser Ideal for advisers who want financial security with the opportunity to progress into self-employment in the future. Package includes: - Salary up to £60,000 - Existing clients provided - 30% Initial Advice Fees (self-generated business) - 20% Initial Advice Fees (provided clients) - Full administration, paraplanning and marketing support - Clear pathway to transition into the self-employed model Why Join? - Clients allocated from day one - Dedicated administration team - Experienced paraplanning support - In-house marketing team helping generate opportunities - Spend more time advising and less time on administration - Backed by one of the UK's leading wealth management brands About You We're keen to speak with qualified Financial Advisers who are passionate about building long-term client relationships and delivering holistic financial planning. Whether you're already established or looking for a platform that will accelerate your career, we'd love to have a confidential conversation. Interested? Apply today or get in touch for a confidential discussion to explore both the employed and self-employed routes.

Financial Adviser Stockport Employed & Self-Employed Opportunities Qualified Trainees & Experienced Advisers Welcome We've partnered with a growing wealth management practice in Stockport that is looking to appoint Financial Advisers at various stages of their career. Whether you're an experienced adviser looking for greater ownership, a qualified trainee looking for the right support to develop, or someone looking to transition into advice, this opportunity offers the flexibility, infrastructure and support to help you build a successful long-term career. You'll have access to dedicated paraplanning and administration support, allowing you to focus on what matters most - building relationships with clients and delivering high-quality financial planning. Self-Employed Financial Adviser Designed for advisers who want to build their own business with the backing of an established practice. Package includes: - 70% Initial Advice Fee split - 50% Ongoing Advice Fee split - Revenue splits increase over time - Existing clients provided to help you get started - Full paraplanning and administration support - Discount available on future purchase of your client bank This provides the opportunity to build a valuable recurring income stream while having the support and infrastructure of an established practice behind you. Employed Financial Adviser Ideal for advisers who want the security of employment while continuing to develop their advice career. Package includes: - Salary between £40,000 - £50,000 - 70% of Initial Advice Fees generated above a £65,000 threshold - Full paraplanning and administration support - Coaching and ongoing adviser development - Opportunity to progress into a self-employed model Academy & Development Opportunities For those who have completed their Level 4 Diploma but require further support before advising independently, full training and coaching is available to help you progress confidently into the adviser role. About You We're interested in speaking with: - Experienced Financial Advisers looking for a supportive platform to grow - Qualified trainees looking to develop their career - Diploma-qualified individuals working towards becoming advisers Most importantly, we're looking for people who are passionate about building strong client relationships and delivering long-term financial planning. Interested? If you're looking for a role that combines the support of an established practice with the opportunity to build something of your own, we'd welcome a confidential conversation.

Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: - Some paraplanning experience, ideally within SJP - Progress towards or completion of Level 4 qualifications - Strong attention to detail and a desire to develop within financial planning The role offers: - £35,000 salary - Discretionary bonus based on company and individual performance - Hybrid working (2 days from home) - Cannon Street office location - Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.

Finance Director Taunton The CEO no longer needs someone to simply report on the numbers. They need someone who can help shape the future of the business. Our client is a well established Financial Services Practice that has reached an exciting stage in its growth journey, and finance is becoming increasingly central to the decisions that will define the next chapter. This is an opportunity for an experienced Finance Director to join the leadership team and play a key role in driving sustainable growth, improving commercial performance and ensuring the business has the financial foundations to continue evolving. Working closely with the CEO and Executive Team, you'll be more than a financial custodian. You'll be a strategic partner - providing insight, challenge and direction across key business decisions, from growth planning and investment opportunities through to operational performance and risk management. You'll lead the finance function, ensuring strong governance and controls while helping the wider business understand and use financial information to make better decisions. As the organisation continues to grow, you'll also have the opportunity to develop the finance team and create a high-performing function that supports the ambitions of the business. We're looking for someone who combines technical expertise with genuine commercial understanding. You'll be a qualified accountant (ACA, ACCA, CIMA or equivalent) with experience operating at senior leadership level and the confidence to influence stakeholders across the organisation. You'll be someone who can translate financial data into meaningful insight, communicate clearly with senior leaders and bring a practical, collaborative approach to decision-making. Why this firm? This is a chance to join a successful organisation at an important point in its development, with the opportunity to make a visible impact at leadership level. Alongside a competitive salary and generous annual bonus scheme, you'll benefit from: - 30 days' holiday plus bank holidays and Christmas closure - Day off for your birthday - Contributory pension scheme - Enhanced maternity and paternity benefits after two years' service - Generous sick pay - Access to BUPA Employee Assistance Programme - Access to the on-site gym in Taunton - Ongoing development opportunities - Referral commission scheme If you're looking for a Finance Director role where you can influence strategy, partner with senior leadership and help shape the future direction of a growing business, we'd like to hear from you.

Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: - Preparing suitability reports and recommendation documentation. - Conducting technical research to support financial planning advice. - Liaising with clients, providers and third parties. - Preparing advisers for client meetings and completing follow-up actions. - Supporting client onboarding and ongoing servicing. - Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? - Salary of around £40,000 - Quarterly personal performance bonus (£500 per quarter) - £100 bonus for each retirement transfer or IHT case - 5% employer pension contribution via salary sacrifice - 25 days' annual leave plus bank holidays - Hybrid working - Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.