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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 client book.
- Other info: Enjoy dedicated support and modern tech to streamline your work.
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 Wigan 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 Wigan
✨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. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about market trends or financial advice to position yourself as a thought leader in the industry.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Show off your knowledge of pensions, investments, and protection, and be ready to discuss how you can add value to their existing client bank.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of roles that could be perfect for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Senior Financial Adviser in Wigan
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Financial Adviser. Highlight your experience with managing client books and providing holistic advice, as this is what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our people-first, planning-led firm. Share your passion for client relationships and how you can contribute to our growth phase.
Showcase Your Achievements: Don’t just list your responsibilities; show us your successes! Include specific examples of how you’ve converted new business or built long-term client relationships in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
As a Senior Financial Adviser, you’ll need to be comfortable discussing figures. Brush up on your knowledge of the existing client bank and the assets under management (AUM). Be ready to talk about how you can add value to this portfolio right from the start.
✨Showcase Your Client-Centric Approach
This role is all about building long-term relationships. Prepare examples of how you've successfully managed client relationships in the past. Highlight your ethical approach and how you’ve tailored financial plans to meet individual client needs.
✨Stay Updated on Market Trends
Demonstrating your awareness of current market and regulatory changes is crucial. Research recent developments in pensions, investments, and protection. Bring insights to the interview that show you’re proactive and knowledgeable about the industry.
✨Emphasise Team Collaboration
Since the firm values a supportive team environment, be prepared to discuss how you work well with others. Share experiences where you’ve collaborated with admin or compliance teams to enhance client service and streamline processes.
