At a Glance
- Tasks: Build client relationships and deliver top-notch financial planning.
- Company: Growing wealth management practice in Stockport with supportive culture.
- Benefits: Flexible working, competitive fee splits, and dedicated support.
- Other info: Opportunity to build your own business with established practice support.
- Why this job: Kickstart your career in finance with great growth potential and client backing.
- Qualifications: Open to qualified trainees and experienced advisers; passion for finance is key.
The predicted salary is between 49500 - 60500 £ 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.
- 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
Financial Adviser in Cheadle employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited 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 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. 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. 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
✨Show Off Your Financial Savvy
When you're talking with Ellis James Partners Limited, 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.
