At a Glance
- Tasks: Build strong client relationships and deliver high-quality financial planning.
- Company: Growing wealth management practice in Stockport with a supportive culture.
- Benefits: Competitive salary, flexible working options, and comprehensive training support.
- Other info: Opportunities for career progression and self-employment available.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Experience in financial advising or a Level 4 Diploma; passion for client relationships.
The predicted salary is between 40000 - 50000 £ per year.
We've partnered with a growing wealth management practice in Stockport that is looking to appoint Financial Advisers at various stages of their career. Whether you're an experienced adviser looking for greater ownership, a qualified trainee looking for the right support to develop, or someone looking to transition into advice, this opportunity offers the flexibility, infrastructure and support to help you build a successful long-term career.
You'll have access to dedicated paraplanning and administration support, allowing you to focus on what matters most - building relationships with clients and delivering high-quality financial planning.
Self-Employed Financial Adviser
Designed for advisers who want to build their own business with the backing of an established practice. Package includes:
- 70% Initial Advice Fee split
- 50% Ongoing Advice Fee split
- Revenue splits increase over time
- Existing clients provided to help you get started
- Full paraplanning and administration support
- Discount available on future purchase of your client bank
This provides the opportunity to build a valuable recurring income stream while having the support and infrastructure of an established practice behind you.
Employed Financial Adviser
Ideal for advisers who want the security of employment while continuing to develop their advice career. Package includes:
- Salary between £40,000 - £50,000
- 70% of Initial Advice Fees generated above a £65,000 threshold
- Full paraplanning and administration support
- Coaching and ongoing adviser development
- Opportunity to progress into a self-employed model
Academy & Development Opportunities
For those who have completed their Level 4 Diploma but require further support before advising independently, full training and coaching is available to help you progress confidently into the adviser role.
About You
We're interested in speaking with:
- Experienced Financial Advisers looking for a supportive platform to grow
- Qualified trainees looking to develop their career
- Diploma-qualified individuals working towards becoming advisers
Most importantly, we're looking for people who are passionate about building strong client relationships and delivering long-term financial planning.
If you're looking for a role that combines the support of an established practice with the opportunity to build something of your own, we'd welcome a confidential conversation.
Financial Adviser in Cheadle employer: Ellis James Partners Limited Careers
Join a dynamic and supportive financial planning firm in Staffordshire, where you'll have the chance to inherit a substantial client book and develop your career in a friendly, ambitious environment. With options for both employed and self-employed roles, hybrid working arrangements, and a strong focus on employee growth, this is an excellent opportunity for those looking to make a meaningful impact while enjoying a collaborative work culture. Benefit from competitive earnings potential, ongoing support, and the possibility of future company buy-in as you contribute to the firm's success.
Contact Details:
Ellis James Partners Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Cheadle
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Ellis James Partners Limited Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser in Cheadle
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Ellis James Partners Limited Careers. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Ellis James Partners Limited Careers. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Ellis James Partners Limited Careers
✨Show Off Your Financial Savvy
When you're talking with Ellis James Partners Limited Careers, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Ellis James Partners Limited Careers.
