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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 culture.
- Benefits: Competitive base salary, 100% OAF on self-generated business, and full support.
- Other info: Dynamic environment with growth potential and strong administrative support.
- Why this job: Maximise your earnings potential while focusing on client relationships.
- 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 are 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 will 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 are open to exploring a more competitive setup within SJP, this is worth a confidential conversation.
Financial Adviser (SJP) 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)
✨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 new opportunities. You never know who might have a lead or can introduce you to someone at SJP.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Advisers and practice your responses. Make sure you can articulate how your experience aligns with the role and how you can leverage the existing client bank.
✨Tip Number 3
Showcase your success stories! When chatting with potential employers, share specific examples of how you've generated business or built client relationships. This will demonstrate your ability to thrive in a role that values self-generated income.
✨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 are proactive about their job search!
We think you need these skills to ace Financial Adviser (SJP)
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 interested in this specific role at StudySmarter and how your background makes you a perfect fit. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've successfully generated business or managed client portfolios in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 ensure clients feel valued and understood.
✨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 for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face in managing an existing client bank or generating new business, and prepare thoughtful strategies to address them.