Ellis James Partners Limited

8 job(s) at Ellis James Partners Limited

Ellis James Partners Limited Hailsham, Sussex
Sep 10, 2026
Full time
Technical Administrator Hailsham Hybrid £25,000-£30,000 depending on experience A well-established St. James's Place financial planning practice in Hailsham is looking for a Technical Administrator to join its growing team. You'll work closely with advisers, colleagues and clients, managing the day-to-day administration of the practice and making sure work is progressing, deadlines are met and clients receive a consistently high level of service. It's a varied role, so you'll need to be comfortable managing multiple priorities rather than working through the same process every day. Strong organisation and attention to detail are important, but so is common sense, a confident telephone manner and the ability to take ownership when something needs sorting. What you'll be doing Acting as a key point of contact for clients and colleagues Managing a varied workload and keeping different tasks moving to deadline Supporting advisers and the wider practice with day-to-day administration Coordinating with different areas of the business where work overlaps Keeping clients updated and delivering a consistently high level of service Supporting the wider team with changing priorities and ad-hoc requirements What we're looking for You'll ideally have previous experience in an administrative or operational role within financial services. Experience with St. James's Place would be a strong advantage, particularly if you already understand the systems, processes and pace of an SJP practice. Knowledge of pensions, investments, protection or estate planning is useful, but not essential. What matters more is that you're organised, proactive, willing to learn and comfortable taking ownership of your work. What's on offer £25,000-£30,000 depending on experience 37.5 hours per week, Monday to Friday Flexible working pattern between 9am and 5pm 30 days' holiday + bank holidays Employer pension contribution Private healthcare after probation Paid CII membership Full support towards professional qualifications The opportunity to develop within an established and growing financial planning practice If you're already working in financial services and looking for a role where you can build on your experience, or you have strong transferable administration experience and want to move into the sector, we'd be interested in hearing from you.
Ellis James Partners Limited Wimborne, Dorset
Sep 09, 2026
Full time
Growth Director - Financial Planning South Coast £80,000-£100,000 Open to discussion depending on experience The role A rare opportunity to join one of the South Coast's leading St. James's Place Practices at an important stage of its growth. This is a senior role with genuine influence across the business - focused on growing the adviser team, developing performance and helping shape the next stage of the practice. What you'll be doing Lead adviser recruitment and support continued team growth Work with Advisers on performance, development and progression Build strategic relationships and identify new opportunities Represent the practice externally with key professional contacts Work closely with the leadership team on the future direction of the business Bring commercial thinking and new ideas to support continued growth About you We're looking for an experienced professional who understands the Financial Advice profession and has the credibility to operate at senior level. You'll need strong commercial awareness, experience of developing Financial Advisers and the confidence to build relationships both internally and externally. Most importantly, you'll want to play a genuine role in building something, rather than simply managing what's already there. The opportunity With a package of £80,000-£100,000 , this is an opportunity to take on a senior position within an established and highly successful practice, with the scope to make a genuine impact on its next stage of growth. Ellis James Partners Ellis James Partners is a specialist recruitment business focused on Financial Planning and Wealth Management. We work with Financial Advisers, Financial Planners, Paraplanners and support professionals across the UK, partnering with independent firms, wealth managers and St. James's Place Practices.
Ellis James Partners Limited Cheltenham, Gloucestershire
Sep 09, 2026
Full time
SJP Client Relationship Manager Cheltenham £28,000-£35,000 + Bonus 30 Days Holiday + Bank Holidays Study Support Bonus Scheme An opportunity to join an established and growing St. James's Place Practice in Cheltenham, supporting a busy client base and working closely with Advisers and the wider team. This is a varied, client-focused role where you'll be involved in everything from managing client enquiries and applications through to helping keep the review process running smoothly. What you'll be doing Acting as a key point of contact for clients, providing a professional and responsive service Managing client cases and supporting applications from start to finish Liaising with providers and third parties to keep things moving Keeping client records and internal systems accurate and up to date Supporting Advisers with client administration, meeting preparation and follow-up Helping coordinate client reviews and ensuring actions are followed through Working closely with the Head of Client Relations to improve processes and procedures Supporting the wider office with day-to-day administration where required About you Previous St. James's Place experience is essential . We're looking for someone who is: Confident dealing with clients and comfortable being a key point of contact Highly organised with excellent attention to detail Experienced in client administration within an SJP Practice Comfortable managing multiple priorities in a busy environment Proactive, reliable and willing to take ownership A strong communicator who enjoys working as part of a close-knit team What you'll get You'll be joining a well-established Practice with three offices and ambitious plans for continued growth. Alongside a competitive salary and bonus scheme, you'll have access to: 30 days holiday + bank holidays and Christmas shutdown Annual bonus scheme Study support and funding for professional qualifications Pension scheme and sick pay Bupa Employee Assistance Programme Birthday day off Regular team and company events Referral commission Opportunities to support the firm's Charity Foundation Clear opportunities for career progression Ellis James Partners Ellis James Partners is a specialist recruitment business focused on Financial Planning and Wealth Management. We work with Financial Advisers, Financial Planners, Paraplanners and support professionals across the UK, partnering with independent firms, wealth managers and St. James's Place Practices. If you're looking for your next move within Financial Planning, we'd be happy to have a conversation.
Ellis James Partners Limited Cheadle, Cheshire
Sep 09, 2026
Full time
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.
Ellis James Partners Limited
Sep 09, 2026
Full time
Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus Looking to fast-track your career into Financial Advice? We're supporting a highly regarded and fast-growing Wealth Management firm in central London that is looking to appoint an Associate Wealth Manager as part of its structured adviser development programme. Managing over £1bn of client assets , the business has built an outstanding reputation for developing future advisers, offering genuine mentoring, technical exposure and a clear route towards becoming a Chartered Financial Planner. The opportunity Working alongside experienced Wealth Managers, you'll become involved in every stage of the client journey, attending meetings, supporting technical planning and building the knowledge and experience needed to progress into an advisory role. With a structured development programme expected to take around 18 months , this is an ideal opportunity for someone who has already started their professional exams and is committed to a long-term career in financial planning. You'll be involved in: Attending client meetings alongside Wealth Managers Managing client servicing and follow-up actions Preparing technical calculations, cashflow models and planning reports Conducting investment research and analysis Responding to client queries Identifying opportunities within existing client relationships Supporting advisers throughout the end-to-end planning process This opportunity would suit a qualified or part-qualified individual with a genuine ambition to become a Financial Adviser, looking to join a firm that can offer excellent mentoring, career progression and long-term development. About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Regular team socials and company events Daily breakfast in the office Extra days off over Christmas Monthly early finish ("Family Friday") Additional leave with service
Ellis James Partners Limited
Sep 09, 2026
Full time
Business Manager Senior Wealth Management Support London Hybrid £40,000-£47,000 + Bonus An excellent opportunity with an established and ambitious St. James's Place practice in London. This is far more than a traditional Business Manager or Client Support role. You'll play a key part in keeping the Senior Wealth Manager's business moving - from managing cases through to completion and supporting clients, to business tracking, paraplanning, team development and identifying opportunities within the existing client bank. The role would suit someone with strong experience within financial planning who enjoys having ownership, variety and influence rather than being limited to one area of the advice process. The role will cover a broad mix of: Managing and progressing new business from submission through to completion Client servicing, including reviews, withdrawals and drawdown Supporting with paraplanning where necessary, transfer analysis and cash-flow modelling Business tracking, forecasting and client-bank analysis Identifying business development opportunities Supporting and mentoring junior team members Improving processes and overall team efficiency We're looking for experience in financial planning / wealth management , ideally with SJP, with a strong understanding of the advice process and experience managing cases from start to finish. Level 4, SJP experience, FE Analytics and Voyant knowledge would all be advantageous. Package £40,000-£47,000 + Bonus , depending on experience. Hybrid working with 4 days in the office during probation, reducing to 3 days thereafter. Plus private medical insurance, competitive pension, 21 days' holiday increasing with service, monthly early finishes, office breakfast, team socials and Christmas closure.
Ellis James Partners Limited Wimborne, Dorset
May 22, 2026
Full time
Technical Administrator £24,500 - £30,000Wimborne Minster Office based (hybrid considered)A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
Ellis James Partners Limited Bristol, Somerset
May 22, 2026
Full time
Power Platform Developer - Bristol £45,000 - £50,000 Reports to: Head of Technology Are you ready to own full Power Platform solutions that make a huge impact ? We're looking for a Power Platform Developer who thrives on building complete apps and automations , not just small tweaks. In this role, your work will support Wealth, Mortgages, and Accountancy teams , modernising how the business works and streamlining processes. You'll work closely with the Head of Technology and stakeholders to design, build, and optimise solutions - driving automation, improving efficiency, and ensuring everything is robust, scalable, and well-documented. The role includes: Developing end-to-end solutions in Power Apps (Canvas & Model-Driven), Power Automate, and Dataverse Integrating with SharePoint, Teams, Outlook , and other 3rd-party systems Automating processes with error handling and monitoring Building internal chatbots via Copilot Studio Supporting and documenting solutions for ongoing use and governance We're looking for someone with: Hands-on experience building full Power Platform solutions Strong knowledge of Power Automate, Dataverse, and APIs Experience integrating with Microsoft 365 tools Solid understanding of data security, environments, and governance Clear communication and documentation skills Nice to Have Power BI report building and dataset design Power Platform Centre of Excellence (CoE) experience Relevant certifications: PL-400, PL-900, MB-910, MS-102/SC-300 Understanding of Power Platform licensing models What's on Offer? Career Development & Benefits: Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. If you're someone who can deliver full solutions that transform how people work, and you want your work to be noticed, this is the role for you. Please reach out to Ellis Mears at EJP for full details