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For Companies At a Glance
- Tasks: Provide holistic financial advice and build tailored plans for clients.
- 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 and start earning from day one.
- Qualifications: Level 4 Diploma, current CAS status, and experience managing a sizable client book.
- Other info: Supportive team with dedicated admin and modern tech to streamline your work.
The predicted salary is between 60000 - 84000 £ per year.
Overview
Senior Financial Adviser — 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.
What makes this role stand 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 Standish 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 Standish
✨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. A warm introduction can make all the difference when it comes to landing that Senior Financial Adviser role.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about market trends or regulatory changes to position yourself as a knowledgeable candidate in the financial advisory space.
✨Tip Number 3
Prepare for those interviews! Research the company and its client base, and be ready to discuss how you can add value from day one. Highlight your experience with managing sizable client books and your client-focused approach.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in front of the right people. Plus, it shows you’re serious about joining our people-first, planning-led firm.
We think you need these skills to ace Senior Financial Adviser in Standish
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Adviser role. Highlight your Level 4 Diploma, CAS status, and any relevant client management experience to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how your experience aligns with our people-first approach. Keep it concise but impactful!
Showcase Your Client Relationships: Since this role involves managing an existing client bank, share examples of how you've built and maintained long-term client relationships in your application. We want to see your client-focused mindset in action!
Apply Through Our Website: We encourage you to apply directly 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 from us!
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 with clients and converted leads into business. Highlight your client-focused approach and any ethical considerations you've navigated in your previous roles.
✨Familiarise Yourself with Market Trends
Stay updated on current market and regulatory changes that could impact your advice. Bring insights to the interview about recent trends in the financial sector and how they might affect clients' financial plans. This shows you're proactive and knowledgeable.
✨Emphasise Team Collaboration
Since you'll be working closely with a supportive team, be prepared to discuss your experience in collaborative environments. Share examples of how you've worked with admin and compliance teams to streamline processes and enhance client service.
