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- 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 towards Chartered status.
- Why this job: Immediate ownership of clients and a clear path to professional growth.
- 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 - 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.
Wealth Adviser: Manage 350 Clients, Path to Chartered 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 Wealth Adviser: Manage 350 Clients, Path to Chartered in Kingswood
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Wealth Adviser role.
✨Tip Number 2
Practice your pitch! You need to be able to sell yourself just as well as you sell financial advice. Prepare a short, engaging summary of your experience and what makes you a great fit for managing those 350 clients.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows you're genuinely interested and keeps you fresh in their minds. Plus, it’s a chance to reiterate why you’re the perfect fit for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to get your application in without any hassle. Plus, it shows you’re serious about joining our team and ready to take on those 350 households.
We think you need these skills to ace Wealth Adviser: Manage 350 Clients, Path to Chartered in Kingswood
Some tips for your application 🫡
Be Yourself: When 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 advising and how you connect with clients.
Tailor Your Application: Make sure to customise your application to reflect the job description. Highlight your experience with client relationships and any relevant qualifications. Show us why you're the perfect fit for managing those 350 households!
Keep It Concise: We appreciate brevity! Keep your application clear and to the point. Focus on your key achievements and experiences that align with the role. Remember, quality over quantity!
Apply Through Our Website: For a smooth application process, make sure to apply directly through our website. It’s the easiest way for us to review your application and get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Clients
Before the interview, take some time to research the types of clients you’ll be managing. Understand their needs and how you can provide value. This will show your potential employer that you’re proactive and ready to hit the ground running.
✨Showcase Your Experience
Be prepared to discuss your previous client-facing roles in detail. Highlight specific examples where you've successfully managed relationships or identified new business opportunities. This will demonstrate your capability and fit for the role.
✨Express Your Interest in Chartered Status
If you're not already Chartered, make sure to express your enthusiasm for pursuing this qualification. Discuss how you plan to achieve it and how it aligns with your career goals. This shows commitment to your professional development.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. Inquire about the firm's approach to client management or how they support advisers in achieving their Chartered status. This not only shows your interest but also helps you gauge if the firm is the right fit for you.