Senior Financial Advisor

James & Partners

Lead a team of financial advisors and manage your own client portfolio as a Senior Financial Advisor at James & Partners, with remote and office-based options available.

Last checked on June 14, 2026. We may earn a commission when you click through.

A promising opportunity for experienced financial advisors, but may not suit those seeking entry-level positions.

✓ Leadership opportunities ✓ Remote work flexibility ✓ Supportive advisory infrastructure

This listing may have expired or is no longer available. Information shown may be outdated.

Senior Financial Advisor

James & Partners

Updated 1 month ago

Apply now →

You'll be redirected to uk.talent.com

Belfast Remote

A promising opportunity for experienced financial advisors, but may not suit those seeking entry-level positions.

About this role

Lead a team of financial advisors and manage your own client portfolio as a Senior Financial Advisor at James & Partners, with remote and office-based options available.

About the Company

James & Partners is a prominent financial advisory firm, offering a range of institutional products and advisory services.

Key Highlights

✓ Opportunity to lead and mentor a team of advisors
✓ Flexible remote and office-based work options
✓ Access to qualified lead flow and institutional products
✓ Turnkey advisory infrastructure for efficient operations

💡 Honest Take: This role is ideal for seasoned IFAs looking to expand their influence while maintaining client relationships.

Pros

✓ Leadership opportunities
✓ Remote work flexibility
✓ Supportive advisory infrastructure
✓ Access to quality leads

Cons

✗ Not suitable for entry-level candidates
✗ Potential pressure from existing client expectations
✗ Requires strong team management skills

Best For: Ideal for professionals with a solid background in financial advising and team leadership.

Watch Out: Candidates should be prepared for the challenges of team management and client retention.

Apply for this position →

You'll be redirected to uk.talent.com

Expert Review

This position of leadership and client management for experienced financial advisors. James & Partners provides a advisory infrastructure, which can significantly ease the operational burden on advisors. With both remote and office-based options, it caters to modern work preferences, appealing to a wider range of professionals.

The role demands a proven track record in financial advising, making it unsuitable for newcomers to the field. Candidates must be prepared to navigate the complexities of managing a team while also tending to their own client relationships. The potential for pressure from existing clients adds another layer of responsibility.

Overall, this opportunity for its flexibility and support, but it requires a strong background in both financial advising and team leadership. If you thrive in a dynamic environment with the autonomy to manage your own client base, this could be an excellent fit. For more details, visit James & Partners' official site.