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- Tasks: Manage a diverse client bank and provide tailored financial advice.
- Company: Reputable financial advisory firm with a client-first culture.
- Benefits: Hybrid working model, competitive salary, and performance bonuses.
- Why this job: Join a supportive team and build meaningful client relationships.
- Qualifications: Diploma in Financial Planning (Level 4) and advisory experience required.
- Other info: Enjoy autonomy and strong career development opportunities.
The predicted salary is between 52000 - 78000 £ per year.
A financial advisory firm based in Cheltenham is seeking an experienced Financial Adviser to join their team. The role involves managing a client bank of around 55 clients, providing comprehensive financial advice across various sectors. With a client-first culture, this position offers a hybrid working model and strong support for advisers.
Ideal candidates will have a Diploma in Financial Planning (Level 4) and a proven track record in advisory roles. Autonomy and quality client relationships are prioritized.
Senior Financial Adviser | Hybrid, £65k-£75k + Bonus in Gloucester 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 Adviser | Hybrid, £65k-£75k + Bonus in Gloucester
✨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 culture, especially their client-first approach. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed client relationships in the past. This will demonstrate your ability to provide comprehensive financial advice and build trust.
✨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 Adviser | Hybrid, £65k-£75k + Bonus in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Adviser role. Highlight your Diploma in Financial Planning and any relevant advisory experience to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how your client-first approach aligns with our culture. Keep it engaging and personal!
Showcase Your Client Relationships: Since we value quality client relationships, share examples of how you've built and maintained strong connections with clients in your previous roles. This will help us see your client management skills in action.
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 to know you better!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This role requires a solid understanding of financial planning, so prepare to showcase your expertise with real examples from your previous experience.
✨Client-Centric Approach
Since this firm values a client-first culture, think about how you can demonstrate your commitment to building strong client relationships. Prepare anecdotes that highlight your ability to understand client needs and provide tailored advice.
✨Showcase Your Autonomy
This position offers autonomy, so be ready to discuss how you've successfully managed your own client bank in the past. Share specific instances where you took initiative and made decisions that positively impacted your clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, support for advisers, and expectations for the role. This shows your genuine interest and helps you assess if it's the right fit for you.
