Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and grow relationships with 350 households while providing tailored financial advice.
- Company: Growth-focused wealth firm with a supportive environment.
- Benefits: Competitive salary, 20% bonus, and support for Chartered progression.
- Why this job: Step into a rewarding client-facing role with real impact and recognition.
- Qualifications: Qualified adviser or experienced paraplanner with client-facing skills.
- Other info: No lengthy application process; just reach out to start the conversation.
The predicted salary is between 45000 - 54000 £ per year.
Location: Near Wolverhampton (WV6)
Salary: £45,000 + 20% New Business Bonus
Client Bank: 350 households
A great opportunity to step into a client-facing advisory role with immediate ownership of a well-established client bank. An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients.
What you'll actually be doing:
- Managing and growing relationships across 350 existing households
- Conducting reviews and ad-hoc advice conversations - these should feel like the highlight of your week, not admin
- Spotting where clients could be better served - more FUM consolidated, gaps in protection, underused allowances
- Progressing toward Chartered if you're not already there - funded and supported.
You'll be a good fit if:
- You're a qualified adviser (or a paraplanner who's been doing the advice work and wants the title to match) with real client-facing experience
- You're Chartered, or interested in pursuing this.
- You find it easy to have proactive conversations with clients, because you're genuinely interested in their situation
- You want to be recognised when you do well - the bonus structure is real and meaningful
What good looks like in 12-18 months:
- Retention is high. Clients are referring people they care about.
- The book has grown through consolidation and warm introductions.
- You're Chartered, or on a credible path.
- And you feel like you're advising, growing, and being properly rewarded.
Interested? Let's talk. No lengthy application process. If this reads like you, reach out with a brief note on where you are in your career.
Client-Facing Financial Planner (Path to Chartered) employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Facing Financial Planner (Path to Chartered)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that client-facing role.
✨Tip Number 2
Show off your personality! When you get the chance to chat with potential employers, let your genuine interest in clients shine through. They want to see that you’re not just about numbers but also about building relationships.
✨Tip Number 3
Prepare for those interviews! Research the company and think about how you can contribute to their growth. Be ready to discuss how you’d manage and grow those 350 households – they’ll love your proactive approach!
✨Tip Number 4
Don’t forget to apply through our website! It’s quick and easy, and we’re always on the lookout for passionate financial planners. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Client-Facing Financial Planner (Path to Chartered)
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get a sense of who you are beyond your qualifications. Don't be afraid to show your passion for financial planning and how you connect with clients.
Tailor Your Application: Make sure to customise your application to reflect the job description. Highlight your client-facing experience and any relevant qualifications. We love seeing how your background aligns with what we're looking for!
Keep It Concise: While we appreciate detail, we also value brevity. Keep your application clear and to the point. Focus on the key experiences that make you a great fit for the role, and avoid unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the quickest way for us to receive your application and ensures it gets into the right hands. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Client Bank
Before the interview, take some time to research and understand the existing client bank you'll be managing. Familiarise yourself with common financial needs and concerns that clients in similar demographics might have. This will help you demonstrate your proactive approach and genuine interest in their situations during the interview.
✨Showcase Your Advisory Skills
Prepare to discuss specific examples from your past experiences where you've successfully managed client relationships or provided valuable advice. Highlight how you identified gaps in protection or opportunities for consolidation. This will show that you not only have the qualifications but also the practical skills needed for the role.
✨Express Your Commitment to Chartered Status
If you're not already Chartered, make sure to express your enthusiasm for pursuing this qualification. Discuss any steps you've taken towards it and how you plan to continue your professional development. This shows that you're serious about your career and committed to providing the best service to clients.
✨Engage in Proactive Conversations
During the interview, practice having proactive conversations by asking insightful questions about the firm's approach to client management and growth. This not only demonstrates your interest but also gives you a chance to showcase your communication skills, which are crucial for a client-facing role.