At a Glance
- Tasks: Help clients with financial planning and build long-term relationships.
- Company: Established wealth management practice with strong support teams.
- Benefits: Guaranteed income, competitive salary, and dedicated marketing support.
- Other info: Flexible paths to self-employment with excellent career growth.
- Why this job: Join a leading brand and focus on advising clients, not paperwork.
- Qualifications: Passion for finance and client relationship building.
Joining an established wealth management practice, you'll receive clients to help you build momentum while being encouraged and supported to develop your own long-term client bank. With dedicated administration, paraplanning and marketing teams behind you, you'll spend more time advising clients and less time managing paperwork.
Self-Employed Financial Adviser
- £36,000 guaranteed income
- Existing clients to get you started
- 70% Initial Advice Fees (self-generated business)
- 60% Initial Advice Fees (provided clients)
- 50/50 split on Ongoing Advice Fees
- Revenue splits increase as your business develops
- Six-year Ongoing Advice Fee payout on exit (subject to a minimum of 10 years' service or £800,000 of revenue generated)
- Dedicated administration, paraplanning and marketing support
This model provides immediate earning potential while allowing you to build a valuable long-term recurring income stream.
Employed Financial Adviser
- Salary up to £60,000
- Existing clients provided
- 30% Initial Advice Fees (self-generated business)
- 20% Initial Advice Fees (provided clients)
- Full administration, paraplanning and marketing support
- Clear pathway to transition into the self-employed model
Why Join?
- Clients allocated from day one
- Dedicated administration team
- Experienced paraplanning support
- In-house marketing team helping generate opportunities
- Spend more time advising and less time on administration
- Backed by one of the UK's leading wealth management brands
About You
We're keen to speak with qualified Financial Advisers who are passionate about building long-term client relationships and delivering holistic financial planning. Whether you're already established or looking for a platform that will accelerate your career, we'd love to have a confidential conversation.
Interested? Apply today or get in touch for a confidential discussion to explore both the employed and self-employed routes.
Financial Adviser in Stone employer: Ellis James Partners Ltd
Joining our Bristol office as a Client Relationship Manager offers you the chance to be part of a dynamic and growing financial planning practice that prioritises client experience and professional development. With generous benefits such as enhanced holiday, a bonus scheme, and opportunities for career growth, you'll thrive in a supportive, team-driven culture that values your contributions and encourages you to take ownership of your role. This is not just a job; it's a meaningful opportunity to make a real impact within a respected SJP Practice.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Stone
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Ellis James Partners Ltd for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser in Stone
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Ellis James Partners Ltd. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Ellis James Partners Ltd. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Ellis James Partners Ltd
✨Show Off Your Financial Savvy
When you're talking with Ellis James Partners Ltd, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Ellis James Partners Ltd.
