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Employed Financial Adviser

Posted: 14/01/26
Recruiter:Ellis James Partners Ltd
Reference:3059304414
Type:Permanent
Salary:£65,000 - £75,000 Annual
Location:City, London
Description: Employed Financial Planner - London (Hybrid/Remote)

Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available.

This opportunity could be suited to:
  • An experienced adviser seeking greater flexibility and equity potential.
  • An adviser currently stuck in a servicing-only role who wants to build their own client book with greater reward.
  • An self-employer adviser with a smaller book who wants a wider proposition and further develop.
You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

The Role
  • Employed Financial Adviser, London-based, hybrid working model
  • Base salary £65,000 (further flexibility for right candidate)
  • Performance-related bonus linked directly to personal revenue generation
  • Work alongside the principal adviser with administration and paraplanning already in place
  • Fully holistic financial planning proposition
  • Year 1 focused on learning and integration; Year 2 focused on building and growth
  • Long-term opportunity for equity participation and succession planning
  • Training and mentoring directly from the principal adviser (who has trained advisers previously)
  • Access to wider support framework
  • Ability to offer broader solutions and services beyond core product sets
Bonus Structure
Bonus is linked to total personal revenue and is uncapped. Increased percentages based on multiples of salary. (There is openness to refining the structure which can be negotiated).

Client Bank Expectations
  • No requirement to bring clients from day one, although beneficial.
  • Ability to self-generate and network is important
  • Practice will provide some referrals and lead flow
Requirements
  • Level 4 Diploma qualified as a minimum
  • Ideally working toward Chartered status (full support available)
  • Proven experience as a Financial Adviser
  • Strong client relationship skills and true planning mindset
  • Comfortable with both referrals and self-generation
  • Long-term, ownership-focused outlook
This is a perfect time to join an established adviser during a key period of growth. Please reach out to Ellis Mears at EJP for full details

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