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- Tasks: Manage client relationships and provide holistic financial advice in a supportive environment.
- Company: Reputable financial advisory firm based in Cheltenham with a professional team.
- Benefits: Flexible hybrid working, no sales pressure, and a focus on client satisfaction.
- Why this job: Join a small team where you can make a real difference in clients' financial lives.
- Qualifications: Diploma in Financial Planning (Level 4) and strong relationship-building skills.
- Other info: Enjoy a balanced work-life with two days in the office each week.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm based in Cheltenham is looking for an experienced Financial Adviser to join their small, professional team. The role involves managing an existing client bank and providing holistic financial advice across various services. The position offers support and flexibility, allowing for a client-focused approach without sales pressure.
The ideal candidate will have a Diploma in Financial Planning (Level 4) and a proven ability to build long-term client relationships. This is a hybrid role with two days per week in the office.
Senior Financial Planner: Client‑First Hybrid Role in Cheltenham employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner: Client‑First Hybrid Role in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their client-first approach. Be ready to share how your experience aligns with their needs and how you can contribute to their team.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in managing client relationships and providing holistic advice. This will help you stand out as a candidate who truly understands the role.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Senior Financial Planner: Client‑First Hybrid Role in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Planner role. Highlight your Diploma in Financial Planning and any relevant experience managing client relationships.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've provided holistic financial advice and built long-term client relationships.
Showcase Your Client-Focused Approach: In your application, emphasise your client-first mentality. We want to see how you prioritise client needs and provide tailored solutions without the pressure of sales targets.
Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows us you're serious about joining our team.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around holistic advice and client relationship management. Be ready to discuss your previous experiences and how they relate to the role.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained long-term client relationships in the past. This is crucial for the role, so think about specific instances where your approach made a difference.
✨Emphasise Flexibility and Teamwork
Since this is a hybrid role, highlight your ability to work both independently and as part of a team. Share experiences that demonstrate your adaptability and how you thrive in different working environments.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and their expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
