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Posted 08 August, 2026

Financial Adviser

Ellis James Partners Limited
Wimborne Minster, ENG, GB Full Time

Job Description

Financial AdviserWimborne Minster | Employed & Self-Employed OpportunitiesExperienced 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:\n
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  • £36,000 guaranteed income
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  • Existing clients to get you started
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  • 70% Initial Advice Fees (self-generated business)
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  • 60% Initial Advice Fees (provided clients)
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  • 50/50 split on Ongoing Advice Fees
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  • Revenue splits increase as your business develops
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  • Six-year Ongoing Advice Fee payout on exit (subject to a minimum of 10 years' service or £800,000 of revenue generated)
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  • Dedicated administration, paraplanning and marketing support
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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:\n
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  • Salary up to £60,000
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  • Existing clients provided
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  • 30% Initial Advice Fees (self-generated business)
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  • 20% Initial Advice Fees (provided clients)
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  • Full administration, paraplanning and marketing support
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  • Clear pathway to transition into the self-employed model
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Why Join?\n
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  • Clients allocated from day one
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  • Dedicated administration team
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  • Experienced paraplanning support
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  • In-house marketing team helping generate opportunities
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  • Spend more time advising and less time on administration
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  • Backed by one of the UK's leading wealth management brands
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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.