Ellis James Partners
Financial Adviser

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Financial Adviser
London | Bournemouth | Wider Locations considered
Employed & Self-Employed
Experienced 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:
- £36,000 guaranteed income
- Existing clients to get you started
- 70% Initial Advice Fees (self-generated business)
- 60% Initial Advice Fees (provided clients)
- 50/50 split on Ongoing Advice Fees
- Revenue splits increase as your business develops
- Six-year Ongoing Advice Fee payout on exit (subject to a minimum of 10 years' service or £800,000 of revenue generated)
- Dedicated administration, paraplanning and marketing support
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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:
- Salary up to £60,000
- Existing clients provided
- 30% Initial Advice Fees (self-generated business)
- 20% Initial Advice Fees (provided clients)
- Full administration, paraplanning and marketing support
- Clear pathway to transition into the self-employed model


Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Join?
- Clients allocated from day one
- Dedicated administration team
- Experienced paraplanning support
- In-house marketing team helping generate opportunities
- Spend more time advising and less time on administration
- Backed by one of the UK's leading wealth management brands
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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