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
Ellis James Partners Ltd is an exceptional employer located in the vibrant town of Taunton, Somerset, offering a dynamic work environment where autonomy and professional growth are at the forefront. As a Senior Insolvency Manager, you will not only lead complex cases but also have the opportunity to mentor junior staff, fostering a collaborative culture that values innovation and continuous improvement. With competitive salaries and a strong emphasis on employee development, this role provides a meaningful and rewarding career path in the insolvency sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Stone
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ellis James Partners Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Stone
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ellis James Partners Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ellis James Partners Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ellis James Partners Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ellis James Partners Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ellis James Partners Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
