Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial advice and build tailored plans for clients.
- Company: Join a people-first firm focused on your career growth and client success.
- Benefits: Enjoy an attractive bonus structure and dedicated admin support.
- Why this job: Step into an existing client bank and focus on giving great advice.
- Qualifications: Level 4 Diploma qualified with relevant experience required.
- Other info: Opportunity to work with modern tech tools and warm leads.
The predicted salary is between 60000 - 80000 £ per year.
Cardiff
Salary: 70k-80k + Bonus
Existing client bank | £60m+ AUM
Ready to accelerate your career without the endless grind of building a client bank? This role puts you straight into an established portfolio, so you can focus on what matters: giving great advice and growing your book. Join a people-first firm that’s invested in your future. With significant wealth transitions happening, the timing couldn’t be better to support clients through life’s biggest financial moments!
Why this role?
- Step straight into an existing client bank - no waiting.
- Attractive bonus structure.
- Warm leads and referrals to keep your pipeline flowing.
- Dedicated admin and compliance support will free you up to advise.
- Modern tech tools to streamline your day.
Your day-to-day:
- Provide holistic advice on pensions, investments, and protection.
- Build tailored financial plans and deliver regular reviews.
- Deepen long-term client relationships.
- Convert new business from referrals and leads.
- Keep up to date with market changes and regulations.
- Work alongside a supportive team focused on compliance and client success.
What You’ll need:
- Level 4 Diploma qualified, with experience.
- Client-focused, ethical, and driven to perform.
- Happy to travel for face-to-face meetings when needed.
Ready to stop starting over? If you want to fast-track your career with a forward-thinking firm that values your expertise, let’s connect. Send a message to learn more about this Cardiff opportunity.
Experienced 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 Experienced Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who are already working in Cardiff. Attend local finance events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that are popular in the Cardiff area. This knowledge will help you tailor your approach and demonstrate your understanding of the local market during interviews.
✨Tip Number 3
Prepare to discuss your previous client relationships and how you've successfully managed portfolios. Highlight any experience you have with wealth transitions, as this is particularly relevant to the role.
✨Tip Number 4
Showcase your commitment to ongoing professional development. Mention any recent courses or certifications you've completed that relate to financial advising, as this demonstrates your dedication to staying current in the industry.
We think you need these skills to ace Experienced Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and relevant experience in financial advising. Emphasise your client-focused approach and any successful outcomes you've achieved in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to build long-term client relationships. Mention how you can contribute to the firm's success by leveraging their existing client bank.
Highlight Relevant Skills: In your application, focus on skills that are crucial for this role, such as providing holistic advice, understanding market changes, and your ability to work with modern tech tools. This will demonstrate your readiness for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which is essential in the financial sector.
How to prepare for a job interview at Ellis James Partners Ltd
✨Showcase Your Experience
Be prepared to discuss your previous roles and how they relate to the responsibilities of an Experienced Financial Adviser. Highlight specific examples where you've successfully managed client portfolios or provided holistic financial advice.
✨Demonstrate Client Focus
Since this role is heavily client-oriented, emphasise your commitment to client satisfaction. Share stories that illustrate how you've built and maintained long-term relationships with clients, and how you’ve tailored your advice to meet their unique needs.
✨Stay Updated on Market Trends
Make sure you're well-versed in current market trends and regulations. During the interview, reference recent changes in the financial landscape and discuss how they might impact clients. This shows your proactive approach and dedication to providing informed advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, support systems, and client management strategies. This not only demonstrates your interest in the role but also helps you assess if the company aligns with your career goals and values.
