Life at Ellis Bates

Our Employee Benefits

Flexible Working
25 days holiday
+ an extra day for your birthday
Learning Opportunities
Bonus Scheme
Financial advice and investment education
Team Involvement

Our Core Values

We believe in what we do, are driven and motivated to do great things and we find ways to make it happen.

We have a future vision, are forward thinking, always looking for opportunities, and know where we are heading.

We care, spend time listening, communicate and are genuinely interested.

We have one culture, we talk to each other, train and support each other, we do it together and we win together.



Our Business Administration route is designed to help you develop a wide range of skills and competencies, including developing your verbal and written communication skills, working to deadlines and understanding operational business processes. You will also gain experience of working with Microsoft packages and using our in house IT systems. The ongoing training, development and coaching we provide will really help you to progress your understanding of financial services, all whilst earning a competitive salary.

Trainee Paraplanner Programme

Our Trainee Paraplanner Scheme is an Ellis Bates Academy programme which, on successful completion, recognises you as a fully trained and accredited Paraplanner within the business. It is designed to give you the opportunity to benefit from structured training which takes you from a trainee to a fully competent Paraplanner within 12-18 months, depending on your pace of learning and progression.

Trainee Financial Advisor Programme

A structured programme designed to fast-track talented individuals through their professional learning to become qualified (by exam and skill) as a Financial Advisor. It provides a fantastic opportunity to benefit from structured training and qualification support to equip you to be qualified within 2 years (or sooner). You will receive a personalised training plan, a mentor and work as part of the Advisor team from the beginning.

The Academy

Our Academy provides learning, training and development resources to all our employees, regardless of role and ability. We recognise we all have different learning aspirations and these can also vary at different stages of our working life.

We deliver a programme of workshop based training across areas such as business systems, management, market awareness and a wide range of soft skill development training.