At a Glance
- Tasks: Support clients in Nottingham, Leicester, and Derby while developing your financial advising skills.
- Company: Join an established St. James’s Place Partner Practice with a supportive culture.
- Benefits: Earn a £40,000 salary plus 50% of new business fees, with full admin support.
- Other info: Great opportunity for career growth in a dynamic financial services environment.
- Why this job: Kickstart your career with mentorship and an existing client base to grow your earnings.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and be confident in client relationships.
An established St. James’s Place Partner Practice is looking for a Level 4 qualified individual to join the team, supporting existing clients across Nottingham, Leicester and Derby.
With access to Academy training, ongoing mentorship and a client base provided, this is an opportunity to develop towards an established Financial Adviser role without having to build a book entirely from scratch. You’ll have the backing of an established practice and full administrative support, allowing you to focus on developing client relationships, delivering quality advice as your training progresses and growing your earnings through a package that rewards the new business you generate.
Who would suit this?
- A Level 4 Diploma in Financial Planning is essential.
- You might be newly qualified and looking to take the next step into financial advice, or an existing adviser seeking a new opportunity.
- You’ll need to be confident building client relationships, commercially minded and motivated to develop your technical knowledge and advice skills.
- Experience within the St. James’s Place network would be useful, but advisers from other financial planning backgrounds are welcome.
The package
- £40,000 basic salary
- 50% of new business initial advice fees (IAF)
- An existing client base provided
- Academy training, ongoing mentorship and full administrative support
If you’re looking for a role that combines a solid basic salary, an established client base and the opportunity to grow your earnings, I’d be keen to speak with you.
About Ellis James Partners
Ellis James Partners is a specialist financial services recruitment consultancy working with St. James’s Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow.
To discuss this opportunity or other financial adviser jobs, contact Ellis James Partners.
Trainee Financial Adviser in West Bridgford employer: Ellis James Partners Ltd
Ellis James Partners Ltd is an excellent employer, offering a supportive and ambitious work culture in Staffordshire. With competitive salaries, flexible hybrid working options, and opportunities for personal growth through client relationship management, employees can thrive while building a rewarding career in financial advising.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in West Bridgford
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We think you need these skills to ace Trainee Financial Adviser in West Bridgford
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Ellis James Partners Ltd.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Ellis James Partners Ltd
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Ellis James Partners Ltd.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Ellis James Partners Ltd.
