Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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: Level 4 Diploma and excellent interpersonal skills required.
- Other info: Hybrid working environment with full 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) 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)
✨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 by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your interpersonal skills during interviews! Remember, this role is all about building strong client relationships, so be ready to share examples of how you've successfully connected with clients in the past.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Own Your Client Book: Financial Planner (Hybrid)
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 the past. This is your chance to shine!
Tailor Your Application: Don't just send a generic application! Take the time to tailor your CV and cover letter to match the job description. Mention your Level 4 Diploma and how your skills align with what we're looking for. It shows us you’re genuinely interested.
Be Personable: Since this role is all about building strong client relationships, let your personality come through in your writing. We love candidates who can connect with people, so don’t be afraid to show us your interpersonal skills in your application.
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’re considered for this exciting opportunity. Plus, it makes the process smoother for both of us!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
Make sure you’re familiar with key financial metrics and concepts relevant to the role. Brush up on your knowledge of investment strategies, client management techniques, and any recent changes in financial regulations that could impact your clients.
✨Showcase Your Interpersonal Skills
Since this role is all about building strong client relationships, be prepared to share examples of how you've successfully managed client interactions in the past. Think about specific situations where you’ve gone above and beyond for a client or resolved a challenging issue.
✨Understand the Company Culture
Research the firm’s values and mission. Be ready to discuss how your personal values align with theirs. This will show that you’re not just looking for any job, but that you genuinely want to be part of their people-focused organisation.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. Inquire about the support you'll receive in managing the client bank, opportunities for progression, and how they foster a collaborative hybrid work environment. This shows your interest and enthusiasm for the role.
