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- Tasks: Manage a live client bank and build strong relationships with clients.
- Company: A growing financial advice firm in the UK with a people-focused culture.
- Benefits: Base salary of £75k plus commission, with opportunities for progression.
- Why this job: Unique chance to step into a succession role and grow your career.
- Qualifications: Must have a Level 4 Diploma and excellent interpersonal skills.
- Other info: Enjoy a hybrid work environment with strong support from the team.
The predicted salary is between 60000 - 84000 £ per year.
A growing financial advice firm in the UK is hiring an Experienced Financial Planner to manage a live client bank from a retiring adviser with full support. Offering a base salary of £75k plus commission, this role provides opportunities for progression to Senior Management while cultivating strong client relationships.
Candidates must have a Level 4 Diploma and strong interpersonal skills to thrive in a hybrid environment. This position represents a unique succession opportunity in a people-focused organization.
Own Your Client Book: Financial Planner (Hybrid) in London employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Own Your Client Book: Financial Planner (Hybrid) in London
✨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, and think about how your experience aligns with their values. Practise common interview questions so you can showcase your Level 4 Diploma and interpersonal skills confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the role.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that Financial Planner role. Plus, it shows you're serious about joining our people-focused organisation.
We think you need these skills to ace Own Your Client Book: Financial Planner (Hybrid) in London
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your relevant experience as a Financial Planner. We want to see how you've managed client relationships and any successes you've had in your previous roles.
Tailor Your Application: Don’t just send the same application everywhere! Tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Personable: Since this role is all about building strong client relationships, let your personality shine through in your application. We appreciate candidates who can convey their interpersonal skills and show us they’re a good fit for our people-focused culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss key metrics relevant to financial planning. Understand how to articulate your past successes with client portfolios and how you’ve added value to previous clients.
✨Showcase Your Interpersonal Skills
Since this role emphasises strong interpersonal skills, prepare examples that highlight your ability to build and maintain client relationships. Think of specific instances where you’ve successfully navigated client concerns or built rapport.
✨Understand the Company Culture
Research the firm’s values and culture. Be prepared to discuss how your personal values align with theirs, especially in a people-focused organisation. This will show that you’re not just a fit for the role, but also for the team.
✨Prepare Questions
Have thoughtful questions ready to ask at the end of the interview. Inquire about the support structure for managing the client bank or opportunities for progression within the company. This shows your genuine interest in the role and the firm.
