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Technical Support Team Leader - Financial Planning £35,000 - £40,000 | South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and ...

Company: Ellis James Partners Ltd Job type: permanent (2 days ago)

Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne   In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You ...

Company: Ellis James Partners Ltd Job type: permanent (2 days ago)

Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA /  Wealth Management   The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol.   This is a front-of-house, client-facing role at the centre of a financial services ...

Company: Ellis James Partners Ltd Job type: permanent (2 days ago)

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client ...

Company: Ellis James Partners Ltd Job type: permanent (2 days ago)

Senior Technical Paraplanner £45,000-£55000 Gloucestershire | Hybrid Working   This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards.   The focus here is not volume-driven paraplanning. It is ...

Company: Ellis James Partners Ltd Job type: permanent (1 week ago)

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 ...

Company: Ellis James Partners Ltd Job type: permanent (2 weeks ago)

SJP Paraplanner - Training & Development Manager London - Hybrid £45,000 + Bonus (flexible for the right individual) Are you an experienced SJP Paraplanner looking to step away from pure report writing and into a broader, more influential position? This is an opportunity to use your technical knowledge and understanding of the SJP environment ...

Company: Ellis James Partners Ltd Job type: permanent (2 weeks ago)

Client Relationship Manager   Financial Planning London | Hybrid Working Up to £40,000   An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment.   This is a client-focused role at ...

Company: Ellis James Partners Ltd Job type: permanent (2 weeks ago)

Financial Adviser / Servicing Adviser Northampton | Hybrid Working (4 Days in Office) £50,000-£55,000 + £50 Per Annual Review   An excellent opportunity has arisen for a Financial Adviser to join a highly regarded wealth management firm in Northampton, supporting an established client bank within a collaborative and well-structured environment.   ...

Company: Ellis James Partners Ltd Job type: permanent (2 weeks ago)