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For Companies At a Glance
- Tasks: Manage and develop client relationships while delivering financial advice.
- Company: Established SJP Partner Practice in Reigate with a supportive environment.
- Benefits: Competitive salary, 100% OAF on self-generated business, and full administrative support.
- Other info: Join a new office with growth potential and a collaborative culture.
- Why this job: Maximise your earnings with a strong client base and excellent support.
- Qualifications: Experience as a financial adviser and ability to generate new business.
A well-established SJP Partner Practice in Reigate is offering a genuinely competitive structure - including 100% OAF on self-generated business, which is rarely seen.
If you are currently within SJP and feel constrained by your split, this is a clear opportunity to improve both upfront earnings and long-term income.
The Opportunity:
- £40,000 base salary
- Existing client bank of circa 250 clients
- 70% IAF on all initial advice fee income
- 100% OAF on self-generated new business
This gives you the ability to maximise your own business, while still benefiting from a salary and income and from an existing book.
Support & Infrastructure:
- Administrative support in place
- Dedicated paraplanning
- Marketing support to drive new opportunities
You will be able to focus on advice and client relationships, not backend processing.
The Role:
- Manage and develop an existing client bank
- Deliver compliant financial advice across pensions, investments, and protection
- Build and maintain long-term client relationships
- Generate new business through both personal and supported channels
- Work closely with internal teams to deliver a high-quality client experience
Who This Suits:
- Existing Advisers looking for a stronger commercial structure
- Advisers who actively generate business and want to retain more of what they produce
- Individuals who value support, but still want autonomy
Why this role stands out:
- 100% OAF on self-gen - a standout structure within SJP
- 70% IAF
- Existing client bank provided
- Full support model (admin, paraplanning, marketing)
- New office with growth potential
If you are open to exploring a more competitive setup within SJP, this is worth a confidential conversation.
Financial Adviser (SJP) in Reigate employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (SJP) in Reigate
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your achievements and client success stories. When you meet potential employers, let them see what you can bring to the table.
✨Tip Number 3
Don’t be shy about following up! After interviews or networking events, drop a quick email to thank them for their time and reiterate your interest. It keeps you on their radar and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got all the latest opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Adviser (SJP) in Reigate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your experience in managing client relationships and generating new business, as these are key aspects of the job.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background makes you a perfect fit for the role. Don’t forget to mention your understanding of the unique structure offered by SJP.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to generate business and provide excellent client service. Numbers speak volumes, so include any relevant metrics or successes!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can ensure your application gets the attention it deserves and you can easily track your progress!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
As a Financial Adviser, it's crucial to be familiar with your financial metrics. Brush up on key figures related to your past performance, such as client retention rates and revenue generated. This will not only show your expertise but also demonstrate your ability to drive results.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained long-term client relationships. Think about specific instances where you went above and beyond for a client. This will highlight your interpersonal skills and commitment to client satisfaction, which are vital in this role.
✨Understand the Support Structure
Familiarise yourself with the support and infrastructure offered by the practice. Be ready to discuss how you would leverage administrative and marketing support to enhance your business. This shows that you're not just focused on personal success but also on utilising available resources effectively.
✨Prepare for Compliance Questions
Since delivering compliant financial advice is a key part of the role, brush up on relevant regulations and compliance standards. Be prepared to discuss how you ensure compliance in your advisory process, as this will reassure them of your professionalism and attention to detail.