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- Tasks: Manage and grow relationships with 350 existing households while providing tailored financial advice.
- Company: Growth-focused wealth firm with a supportive culture and client-centric approach.
- Benefits: Competitive salary, 20% new business bonus, and support for Chartered progression.
- Why this job: Step into a rewarding advisory role with immediate ownership and real impact on clients' lives.
- Qualifications: Qualified adviser or experienced paraplanner with client-facing experience.
- Other info: No lengthy application process; just reach out to discuss your career journey.
The predicted salary is between 45000 - 54000 £ 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.
Servicing Financial Planner employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your personality! When you get the chance for an interview or a casual chat, let your genuine interest in clients shine through. Share stories that highlight your client-facing experience and how you’ve made a difference in their lives. It’s all about making that personal connection!
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like us at StudySmarter, and express your interest. A friendly email or message can go a long way in getting your foot in the door before a position is even advertised.
✨Tip Number 4
Follow up! After any meeting or interview, drop a quick thank-you note. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your enthusiasm for the role and how you can contribute to their success!
We think you need these skills to ace Servicing Financial Planner
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get a sense of who you are beyond your qualifications. Don't be afraid to show your passion for financial planning 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-facing roles and any relevant qualifications. We love seeing how your background aligns with what we're looking for!
Keep It Concise: While we appreciate detail, we also value brevity. Aim for clarity and conciseness in your application. Focus on the key points that showcase your skills and experiences relevant to the Servicing Financial Planner role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the quickest way for us to receive your application and ensures it gets into the right hands. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Client Bank
Before the interview, take some time to familiarise yourself with the concept of managing a client bank. Understand what it means to retain and grow relationships with existing clients. Be ready to discuss how you would approach the 350 households and what strategies you might employ to enhance their experience.
✨Showcase Your Proactive Approach
This role requires someone who can have proactive conversations with clients. Prepare examples from your past experiences where you've identified client needs or gaps in service. Highlight how your genuine interest in clients has led to successful outcomes.
✨Discuss Your Path to Chartered Status
If you're not already Chartered, be prepared to talk about your plans to achieve this status. The firm values growth and development, so showing your commitment to professional advancement will resonate well. Mention any relevant courses or support you’re seeking.
✨Understand the Bonus Structure
The role offers a meaningful bonus structure, so it's important to understand how it works. Be ready to discuss how you plan to contribute to the firm's growth and how that aligns with your personal goals. This shows that you’re not just interested in the salary but also in being rewarded for your efforts.