Financial Adviser

Financial Adviser

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients manage their finances and grow your own client base.
  • Company: Join a high-performing firm focused on your growth and success.
  • Benefits: Enjoy comprehensive training, modern tech, and dedicated admin support.
  • Why this job: This role offers a chance to build relationships and make a real impact.
  • Qualifications: Motivated individuals with a strong mindset and a drive for results.
  • Other info: All experience levels are welcome; reach out for a confidential chat.

The predicted salary is between 36000 - 60000 £ per year.

Location: London

Experience Levels: All levels considered

About the Role:

If you’re looking for a role where you can truly scale your advice career with the backing of a high-performing firm and serious investment in your growth - this could be it. They’ve built an environment that’s big on training, modern tech and strong admin support. It means you can focus on your clients and building new relationships. An existing client bank will be provided with an expectation for you to build on this.

Salary & Bonus:

  • Salary linked directly to AUM:
  • £40m AUM = £40k
  • £60m AUM = £60k
  • £100m AUM = £100k
  • 50% bonus on initial fees
  • AUM given will be dependent on experience
  • What We’re Looking For:

    • A motivated adviser ready to take ownership of growing their client book
    • Strong mindset with a drive to deliver consistent results
    • Willingness to engage with a supportive, high-standard culture

    What You’ll Get:

    • Comprehensive training and ongoing development
    • Access to modern tech that streamlines your day
    • A dedicated admin and compliance team to support you

    Next Steps:

    If you’re ready to grow your career with a firm that’s serious about success, we want to hear from you. Even if you’re just exploring your options, reach out for a confidential conversation.

    Financial Adviser employer: Ellis James Partners Ltd

    Join a dynamic and supportive team in London where your career as a Financial Adviser can truly flourish. With a strong emphasis on training, cutting-edge technology, and dedicated administrative support, you'll have the tools you need to focus on client relationships and drive your success. The company fosters a high-performance culture that values growth and offers competitive salary structures linked to assets under management, making it an excellent choice for those seeking meaningful and rewarding employment.
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    Contact Detail:

    Ellis James Partners Ltd Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Financial Adviser

    ✨Tip Number 1

    Network with professionals in the financial advisory field. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and company culture.

    ✨Tip Number 2

    Research the latest trends in financial advising and be prepared to discuss them during your conversations. Showing that you are knowledgeable about current market conditions and client needs will demonstrate your commitment to the profession.

    ✨Tip Number 3

    Engage with the company's online presence. Follow them on social media, comment on their posts, and share relevant content. This will help you get noticed and show your genuine interest in their work and values.

    ✨Tip Number 4

    Prepare thoughtful questions to ask during any discussions with the company. Inquiring about their training programmes, technology use, and support systems will not only give you valuable information but also reflect your eagerness to grow within the firm.

    We think you need these skills to ace Financial Adviser

    Client Relationship Management
    Financial Planning
    Investment Knowledge
    Regulatory Compliance
    Sales Skills
    Communication Skills
    Analytical Skills
    Problem-Solving Skills
    Time Management
    Networking Skills
    Adaptability
    Attention to Detail
    Negotiation Skills
    Team Collaboration
    Customer Service Orientation

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise any achievements related to client management and growth, as well as your ability to deliver results.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role. Discuss your passion for building client relationships and how you align with the company's supportive culture.

    Highlight Your Skills: In your application, focus on skills that are crucial for a Financial Adviser, such as communication, analytical thinking, and a strong understanding of financial products. Provide examples of how you've used these skills in past roles.

    Show Enthusiasm for Training and Development: Mention your eagerness to engage in the comprehensive training and ongoing development offered by the firm. This shows that you are committed to growing your career and improving your skills.

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

    ✨Understand the Role

    Make sure you have a clear understanding of what a Financial Adviser does, especially in the context of this firm. Familiarise yourself with their approach to client management and how they support advisers with training and technology.

    ✨Showcase Your Motivation

    Demonstrate your drive and motivation to grow your client book. Be prepared to discuss specific strategies you would use to build relationships and expand your client base.

    ✨Emphasise Teamwork

    Highlight your willingness to engage with the firm's supportive culture. Discuss how you value collaboration and how you can contribute to a high-standard environment.

    ✨Prepare Questions

    Have thoughtful questions ready about the firm's training programmes, technology, and support systems. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.

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