Senior Financial Advisor

💼 Employed and Self-Employed Roles Available

💰 £100,000K – £200,000 OTE | Qualified Lead Flow | Institutional Products | Turnkey Advisory Infrastructure

Are you an experienced IFA ready to break free from limited platforms, legacy systems, and lack of support?

We’re working exclusively with a global advisory platform built specifically for independent advisors who want to scale their business, access international clients, and deliver a premium service without sacrificing autonomy or ownership.

Whether you're looking to monetise your book, scale globally, or finally access the kind of support usually reserved for private banks, this is a serious upgrade.

• Employed roles come with generous fixed remuneration and a clear, scalable bonus model
• Self-employed IFAs benefit from exceptional revenue share on personal production
• Access to qualified lead flow and acquired books to drive AUM growth quickly
• Bonus accelerators and leadership incentives for senior advisors
• Structured options for book monetisation, transition, or succession

No clawbacks. No convoluted terms. Just a fair, transparent model with serious upside.

• Full back-office team: client onboarding, admin, compliance, and reporting
• Real-time CRM, dedicated Relationship Managers, and onboarding teams
• Seamless cross-border onboarding capabilities for global HNW/UHNW clients
• In-house paraplanning and investment support for proposal generation

• Regular access to pre-qualified, high-conversion leads
• Opportunities to take over acquired books of clients to fast-track AUM growth
• Optional internal client transfers, joint advisory work, and internal referral system
• Centralised Investment Proposition (CIP) with multi-asset flexibility
• Direct access to institutional-grade Discretionary Fund Managers (DFMs)
• Structured Products, Actively Managed Certificates (AMCs), Private Markets
• ESG portfolios, thematic investing, and tailored investment strategies
• Custody via Tier 1 global banks under competitive institutional pricing
• In-house investment committee and portfolio specialists available on-demand
• Regulated offices across the UK, Switzerland, EU, UAE, and Asia
• Fully remote advisory model supported with full infrastructure
• Relocation support and visa sponsorship available in select jurisdictions

• IFAs with a portable book seeking scale and support
• Advisors tired of running everything solo — admin, compliance, reporting
• Professionals seeking access to better product architecture and international reach
• Growth-focused IFAs looking for long-term value: equity, leadership, exit options
• Senior advisors planning a transition or succession with monetisation in mind

📩 Ready to step into a smarter advisory model?

• No platform lock-in.
• Just better infrastructure and better outcomes for you and your clients.

DM or contact James & Partners for a confidential discussion.