Financial Adviser (SJP) in Surrey

Financial Adviser (SJP) in Surrey

Surrey Full-Time 40000 - 40000 £ / year (est.) No home office possible
Ellis James Partners Ltd

At a Glance

  • Tasks: Help clients manage their finances and grow their wealth with expert advice.
  • Company: Established SJP Partner Practice in Reigate with a supportive environment.
  • Benefits: Competitive base salary, generous commission structure, and existing client bank.
  • Other info: Great opportunity for career growth and financial independence.
  • Why this job: Unlock your earning potential with 100% OAF on self-generated business.
  • Qualifications: Experience in financial advising and strong client relationship skills.

The predicted salary is between 40000 - 40000 £ per year.

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're 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

Financial Adviser (SJP) in Surrey employer: Ellis James Partners Ltd

Join a well-established SJP Partner Practice in Reigate, where you will benefit from an exceptional earnings structure that includes a competitive base salary and generous commission on self-generated business. Our supportive work culture fosters professional growth, allowing you to thrive with access to an existing client bank while maximising your own potential. With a focus on employee development and a collaborative environment, this is an excellent opportunity for those seeking meaningful and rewarding employment.
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 Surrey

✨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. This will help you stand out during interviews and demonstrate your value to potential employers.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more prepared you are, the more likely you are to impress.

✨Tip Number 4

Don't forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can give you an edge over the competition. Let's get you that Financial Adviser role!

We think you need these skills to ace Financial Adviser (SJP) in Surrey

Client Relationship Management
Financial Planning
Sales Skills
Business Development
Communication Skills
Negotiation Skills
Analytical Skills
Market Knowledge
Regulatory Knowledge
Time Management
Problem-Solving Skills
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Financial Adviser role. Highlight any previous experience with client management and financial advice, as this will show us you’re a great fit for our team.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our practice. Be genuine and let your personality come through!

Showcase Your Achievements: Don’t just list your responsibilities; we want to see what you’ve accomplished! Include specific examples of how you’ve helped clients or generated business in the past. Numbers and results speak volumes!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Ellis James Partners Ltd

✨Know Your Numbers

As a Financial Adviser, you'll need to demonstrate your understanding of financial metrics and client management. Brush up on key figures related to your previous roles, such as client retention rates and revenue growth from self-generated business. This will show that you’re not just about the theory but can deliver results.

✨Showcase Your Client Relationships

With an existing client bank of around 250 clients, it's crucial to highlight your relationship-building skills. Prepare examples of how you've successfully managed client relationships in the past, focusing on how you’ve added value and retained clients over time.

✨Understand the SJP Model

Since this role is within an SJP Partner Practice, make sure you understand their business model and how it differs from others. Familiarise yourself with the benefits of the 100% OAF on self-generated business and be ready to discuss how you plan to leverage this structure to maximise your earnings.

✨Prepare Questions

Interviews are a two-way street, so come prepared with insightful questions. Ask about the support provided for new advisers, the culture of the practice, and how they help advisers grow their client base. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

Financial Adviser (SJP) in Surrey
Ellis James Partners Ltd
Location: Surrey

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