Financial Adviser: 100% OAF on Self-Gen, 70% IAF in Banstead
Financial Adviser: 100% OAF on Self-Gen, 70% IAF

Financial Adviser: 100% OAF on Self-Gen, 70% IAF in Banstead

Banstead Full-Time 40000 - 40000 £ / year (est.) No home office possible
Ellis James Partners Ltd

At a Glance

  • Tasks: Manage client relationships and deliver tailored financial advice.
  • Company: Established financial services firm in Reigate with a supportive culture.
  • Benefits: Competitive salary, generous commission structure, and full admin support.
  • Other info: Unique structure offering both independence and comprehensive marketing assistance.
  • Why this job: Enjoy autonomy while receiving support to grow your client base.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 40000 - 40000 £ per year.

A well-established financial services firm in Reigate seeks a Financial Adviser to manage an existing client bank and deliver personalized financial advice. The role offers a competitive base salary of £40,000, combined with 100% OAF on self-generated business and 70% IAF on advice fees. With full administrative and marketing support, advisers can focus on client relationships and business growth. The firm provides a unique structure compared to typical SJP practices, encouraging both autonomy and support.

Financial Adviser: 100% OAF on Self-Gen, 70% IAF in Banstead employer: Ellis James Partners Ltd

Join a well-established financial services firm in Reigate, where you will benefit from a competitive salary and an exceptional commission structure that rewards your entrepreneurial spirit. Our supportive work culture fosters both independence and collaboration, ensuring you have the resources needed for personal and professional growth while managing an existing client bank. With comprehensive administrative and marketing support, you can focus on building meaningful client relationships and driving your success.
Ellis James Partners Ltd

Contact Detail:

Ellis James Partners Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Adviser: 100% OAF on Self-Gen, 70% IAF in Banstead

✨Tip Number 1

Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to referrals or job opportunities.

✨Tip Number 2

Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also helps you stand out to potential employers.

✨Tip Number 3

Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend to boost your confidence and refine your responses.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Financial Adviser: 100% OAF on Self-Gen, 70% IAF in Banstead

Client Relationship Management
Financial Advisory Skills
Business Development
Personalised Financial Advice
Sales Skills
Communication Skills
Autonomy
Team Collaboration
Marketing Support Utilisation
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your experience in managing client relationships and delivering personalised financial advice, as this is key for us.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our unique structure. Be genuine and let your personality come through.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or increasing revenue, we want to see how you've made an impact in your previous roles.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Ellis James Partners Ltd

✨Know Your Numbers

As a Financial Adviser, you'll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent developments in the financial services sector. This will show that you're not just knowledgeable but also passionate about the industry.

✨Showcase Your Client Management Skills

Since the role involves managing an existing client bank, be prepared to discuss your approach to client relationships. Share specific examples of how you've built trust and delivered personalised advice in the past. This will highlight your ability to maintain and grow client relationships.

✨Emphasise Autonomy and Teamwork

The firm values both independence and support. Be ready to talk about how you thrive in autonomous roles while also valuing collaboration. Discuss instances where you've successfully worked independently but also sought help when needed, showcasing your adaptability.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about their unique structure and how they support advisers. This shows your genuine interest in the firm and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage in a meaningful conversation.

Financial Adviser: 100% OAF on Self-Gen, 70% IAF in Banstead
Ellis James Partners Ltd
Location: Banstead

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