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- Tasks: Manage and grow relationships with 350 existing households while providing tailored financial advice.
- Company: Growth-focused wealth firm with a supportive environment for career development.
- Benefits: Competitive salary, 20% new business bonus, and support towards Chartered status.
- Why this job: Step into a client-facing role with immediate ownership and real impact on clients' financial futures.
- Qualifications: Qualified adviser or experienced paraplanner with client-facing experience.
- Other info: No lengthy application process; just reach out to discuss your career journey.
The predicted salary is between 45000 - 45000 £ 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.
Servicing Financial Planner in Kingswood employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Financial Planner in Kingswood
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or clients, make sure to highlight your experience and successes. Share specific examples of how you've helped clients in the past. This will help you stand out and show that you’re the right fit for the role.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect match for their team.
✨Tip Number 4
Apply through our website! We’ve made it super easy for you to find and apply for roles that suit your skills. Don’t miss out on the chance to join a growth-focused wealth firm where you can really make an impact. Let’s get you started on this exciting journey!
We think you need these skills to ace Servicing Financial Planner in Kingswood
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. Share 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. Show us why you're the perfect fit for managing those 350 households!
Keep It Concise: We appreciate clarity and brevity. Keep your application focused and to the point. A well-structured application that gets straight to the highlights will catch our eye much quicker than a lengthy essay.
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures it gets to the right people. 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 familiarise yourself with the concept of managing a client bank. Understand what it means to retain and grow relationships with existing clients. Be ready to discuss how you would approach the 350 households and what strategies you might use to identify new inflows.
✨Showcase Your Advisory Skills
Prepare to demonstrate your client-facing experience. Think of specific examples where you've successfully conducted reviews or had proactive conversations with clients. Highlight how you’ve spotted opportunities for better service, such as consolidating funds or addressing protection gaps.
✨Express Your Career Aspirations
Since this role supports progression towards Chartered status, be open about your career goals. If you're already Chartered, mention it! If not, express your enthusiasm for pursuing it and how you see this role as a stepping stone in your professional journey.
✨Understand the Bonus Structure
The job mentions a meaningful bonus structure, so be prepared to discuss how you can contribute to the firm's growth. Think about how you can leverage your skills to not only retain clients but also bring in new business, and be ready to share your thoughts on achieving those targets.