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For Companies At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: People-first, planning-led firm in a strong growth phase.
- Benefits: Up to £75k base salary, competitive bonuses, and flexible hybrid working.
- Why this job: Step into an established client bank with warm leads and dedicated support.
- Qualifications: Level 4 Diploma, current CAS status, and experience managing a sizable client book.
- Other info: Join a supportive team with modern systems and excellent career growth opportunities.
The predicted salary is between 60000 - 84000 £ per year.
Overview
Wigan & Surrounding Areas
Up to £75k base (OTE £100k+)
Existing client bank £100m AUM
Ready to get ahead without starting from scratch? This role puts you straight into an established client bank of £100m AUM, already above validation - meaning a strong bonus from month one. No long build-up period, no constant prospecting pressure. Just advice.
You will be joining a people-first, planning-led firm in a strong growth phase, offering a solid base salary, a competitive bonus structure (initial and ongoing fees), and the support you need to do your job properly.
The role stands out:
- Step straight into an existing client bank
- Bonus payable in the first month
- Flexible hybrid working
- Warm leads and referrals to keep things moving
- Dedicated admin & compliance support
- Modern systems and tech to streamline your day
The role itself:
- Provide holistic advice across pensions, investments, and protection
- Build tailored financial plans and deliver ongoing reviews
- Develop long-term client relationships
- Convert new business from referrals and warm leads
- Stay on top of market and regulatory changes
- Work closely with a supportive, well-structured team
What you will need:
- Level 4 Diploma
- Current CAS status
- Experience managing a sizable client book
- Client-focused, ethical, and commercially aware
- Willingness to travel locally when needed
Ready to stop starting over? If you are an Experienced Adviser in the North West and want a role where the foundations are already in place, get in touch with Ellis Mears at EJP for full details.
Senior Financial Adviser in Manchester 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 in Manchester
✨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 put in a good word for you.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about market trends or financial advice to position yourself as a thought leader in the industry.
✨Tip Number 3
Prepare for those interviews! Research the company and be ready to discuss how your experience aligns with their needs. Practice common interview questions, especially around client management and financial planning.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your interest. Plus, it shows you’re serious about joining our team and ready to hit the ground running.
We think you need these skills to ace Senior Financial Adviser in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Financial Adviser. Highlight your experience with managing client books and providing holistic advice, as this is what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our people-first, planning-led firm. Share your passion for client relationships and how you can contribute to our growth phase.
Showcase Your Achievements: Don’t just list your responsibilities; show us your successes! Include specific examples of how you’ve converted new business or managed a sizable client book effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
As a Senior 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've managed client portfolios in the past and the results you've achieved.
✨Showcase Your Client Relationships
This role is all about building long-term client relationships. Prepare examples of how you've developed trust and rapport with clients. Highlight any success stories where your advice led to significant client satisfaction or retention.
✨Stay Current with Market Trends
Make sure you're up-to-date with the latest market and regulatory changes. Bring insights to the interview about how these changes could impact clients. This shows that you’re proactive and knowledgeable, which is crucial for a role that involves holistic advice.
✨Emphasise Team Collaboration
Since you'll be working closely with a supportive team, highlight your experience in collaborative environments. Share examples of how you've worked with admin and compliance teams to streamline processes and enhance client service.
