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For Companies At a Glance
- Tasks: Manage and develop client relationships while delivering financial advice.
- Company: Established SJP Partner Practice in Reigate with a supportive environment.
- Benefits: Competitive salary, 100% OAF on self-generated business, and full support.
- Other info: Opportunity for growth in a dynamic office setting.
- Why this job: Maximise your earnings and enjoy autonomy with strong support.
- Qualifications: Experience as a financial adviser and ability to generate new business.
The predicted salary is between 40000 - 40000 £ per year.
A well-established SJP Partner Practice in Reigate is offering a genuinely competitive structure - including 100% OAF on self-generated business, which is rarely seen. If you're currently within SJP and feel constrained by your split, this is a clear opportunity to improve both upfront earnings and long-term income.
The Opportunity
- £40,000 base salary
- Existing client bank of circa 250 clients
- 70% IAF on all initial advice fee income
- 100% OAF on self-generated new business
This gives you the ability to maximise your own business, while still benefiting from a salary and income and from an existing book.
Support & Infrastructure
- Administrative support in place
- Dedicated paraplanning
- Marketing support to drive new opportunities
You’ll be able to focus on advice and client relationships, not backend processing.
The Role
- Manage and develop an existing client bank
- Deliver compliant financial advice across pensions, investments, and protection
- Build and maintain long-term client relationships
- Generate new business through both personal and supported channels
- Work closely with internal teams to deliver a high-quality client experience
Who This Suits
- Existing Advisers looking for a stronger commercial structure
- Advisers who actively generate business and want to retain more of what they produce
- Individuals who value support, but still want autonomy
Why this role stands out
- 100% OAF on self-gen - a standout structure within SJP
- 70% IAF
- Existing client bank provided
- Full support model (admin, paraplanning, marketing)
- New office with growth potential
If you're open to exploring a more competitive setup within SJP, this is worth a confidential conversation.
Financial Adviser (SJP) in Banstead employer: 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 (SJP) in Banstead
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨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 attracts potential employers who are looking for someone like you.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or using mock interview tools 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’re always on the lookout for talented advisers who want to make a real impact in their clients' lives.
We think you need these skills to ace Financial Adviser (SJP) in Banstead
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 generating new business, as these are key aspects of the job.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a perfect fit. Don’t forget to mention your understanding of the unique structure offered by SJP.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to generate business and provide compliant financial advice. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining 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 metrics. Brush up on key figures related to pensions, investments, and protection. Be ready to discuss how you can leverage these numbers to benefit clients and grow your business.
✨Showcase Your Client Relationship Skills
This role is all about building long-term client relationships. Prepare examples of how you've successfully managed client portfolios in the past. Highlight your communication skills and how you tailor your advice to meet individual client needs.
✨Understand the Support Structure
Familiarise yourself with the support and infrastructure offered by the practice. Be prepared to discuss how you would utilise administrative and marketing support to enhance your client service and generate new business.
✨Prepare Questions About Growth Opportunities
Since this role offers growth potential, think about what questions you can ask regarding future opportunities. Show your enthusiasm for not just the role but also how you envision your career developing within the company.