At a Glance
- Tasks: Help generate client opportunities and develop relationships while studying for your Level 4 Diploma.
- Company: Join a growing St. James's Place Partner Practice in London.
- Benefits: £2,000 monthly guaranteed payment plus performance incentives.
- Other info: Dynamic role with hands-on experience and excellent career growth potential.
- Why this job: Kickstart your financial advice career with mentorship and clear progression to becoming an adviser.
- Qualifications: Ambitious individuals ready to study towards Level 4 Diploma; no prior qualifications needed.
A growing St. James's Place Partner Practice in London is looking for an ambitious Associate Adviser to join its team, with a clear pathway towards becoming a Financial Adviser. This role is aimed at someone early in their financial services career who wants more than an entry-level position. You might already have started your Level 4 Diploma, or you may be ready to commit to gaining your qualifications over the next 12-18 months.
You'll work closely with the team, gaining hands-on experience in client development while studying towards qualification. Once qualified, the plan is to progress into Academy training and begin your journey as an adviser.
The opportunity
- Client development will be a key part of the role. You'll help generate opportunities for the advisers by identifying prospective clients, building relationships and booking meetings, with additional pay linked to the meetings you arrange.
- You'll gain exposure to the financial advice process, learning how the team works with clients and develops long-term relationships.
- You'll receive direct mentorship from the Principal Partner, who has a proven track record of developing high-performing advisers.
The expectation is that you'll take ownership of your studies, develop your commercial skills and make the most of the opportunity in front of you.
Who would suit this?
This role is suited to someone ambitious, commercially minded and motivated by the prospect of building a long-term career in financial advice. You don't need to be qualified already, although progress towards the Level 4 Diploma would be an advantage. You'll need to be confident speaking to people, resilient when generating new business and disciplined enough to balance studying with the demands of a client-facing role. Most importantly, you'll want to progress. This is an opportunity to learn the business, prove yourself and work towards becoming an adviser, rather than simply taking a job in financial services.
The package and progression
- £2,000 monthly guaranteed payment on a self-employed basis
- Additional performance incentives linked to successful meetings booked for advisers, providing the opportunity to increase earnings alongside the monthly guarantee.
- Support and mentorship from the Principal Partner
- A target of achieving the Level 4 Diploma over 12-18 months
- A planned progression into Academy training and a Financial Adviser role once qualified
About Ellis James Partners: Ellis James Partners is a specialist financial services recruitment consultancy working with St. James's Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow.
To discuss this opportunity or other Wealth Management vacancies, please contact Ellis James Partners.
Associate Financial Adviser (trainee pathway) employer: Ellis James Partners Ltd
Ellis James Partners Ltd is an excellent employer, offering a supportive and ambitious work culture in Staffordshire. With competitive salaries, flexible hybrid working options, and opportunities for personal growth through client relationship management, employees can thrive while building a rewarding career in financial advising.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Adviser (trainee pathway)
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Ellis James Partners Ltd actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Ellis James Partners Ltd. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Ellis James Partners Ltd, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Associate Financial Adviser (trainee pathway)
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Ellis James Partners Ltd can help you grow your skills and knowledge in the field.
Tailor Your Application to Ellis James Partners Ltd:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Ellis James Partners Ltd. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Ellis James Partners Ltd
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Ellis James Partners Ltd.
