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- Tasks: Help high-net-worth clients with financial planning and build your own client base.
- Company: Join a thriving wealth management practice in Central Birmingham.
- Benefits: Enjoy hybrid working, yearly pay reviews, and discretionary bonuses.
- Why this job: Great growth opportunities in a supportive and collaborative office culture.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning; experience preferred.
- Other info: Perfect for motivated self-starters ready to advance their advisory career.
The predicted salary is between 48000 - 72000 £ per year.
Junior Financial Adviser Location: Central Birmingham (easily accessible via public transport) Salary: Starting at £60k+ (with yearly pay reviews and discretionary bonuses) Are you a motivated and confident professional looking to take the next step in your financial advisory career? Join a thriving wealth management practice offering: What’s on Offer: Hybrid Working: Flexibility to work 1-2 days in the office. HNW Client Base: High-net-worth clients with leads provided to get you started. Growth Opportunities: Expect to build your client base through networking and proactive engagement. Supportive Culture: A social, collaborative, and busy office environment. Training & Development: Ongoing support to help you progress. Minimum Requirements: Qualifications: Level 4 Diploma in Regulated Financial Planning (DipPFS) is essential (CAS status not required). Mindset: Self-starter, driven, and eager to grow within a supportive team. Previous experience in an adviser support role or paraplanning is preferred. This is a fantastic opportunity for someone ready to progress in their advisory career while working with a leading firm that values its people. Ready to apply or learn more? Get in touch today
Junior Financial Adviser employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Research the company culture of the wealth management practice you're applying to. Understanding their values and work environment will help you tailor your approach during interviews and demonstrate that you're a good fit.
✨Tip Number 3
Prepare to discuss your previous experiences in adviser support or paraplanning. Highlight specific examples where you've demonstrated your self-starter attitude and how you've contributed to team success.
✨Tip Number 4
Stay updated on current trends in wealth management and financial planning. Being knowledgeable about the latest developments will show your commitment to the field and your eagerness to grow within the role.
We think you need these skills to ace Junior Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience in adviser support or paraplanning. Emphasize skills that align with the role, such as self-motivation and a proactive mindset.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention your desire to grow within a supportive team and how you can contribute to their wealth management practice.
Highlight Relevant Experience: In your application, focus on any previous roles that involved client interaction or financial advisory tasks. Use specific examples to demonstrate your ability to engage with high-net-worth clients and build relationships.
Showcase Your Growth Mindset: Convey your eagerness to learn and develop within the role. Mention any training or development initiatives you've undertaken in the past and express your interest in ongoing support and growth opportunities.
How to prepare for a job interview at Ellis James Partners Ltd
✨Show Your Motivation
Make sure to express your enthusiasm for the financial advisory field. Talk about what drives you and why you're eager to take the next step in your career with this company.
✨Highlight Relevant Experience
Discuss any previous roles in adviser support or paraplanning. Be specific about your responsibilities and how they have prepared you for this position, especially in dealing with high-net-worth clients.
✨Demonstrate Your Self-Starter Attitude
Share examples of how you've taken initiative in past roles. This could include networking efforts or proactive client engagement that showcases your drive and ability to grow a client base.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training opportunities, and growth potential. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
