At a Glance
- Tasks: Advise clients on financial matters and build long-term relationships.
- Company: Established wealth management practice with strong support.
- Benefits: Guaranteed income, revenue splits, and dedicated support team.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Start with existing clients and grow your own business effortlessly.
- Qualifications: Qualified or newly-qualified Financial Advisers ready to make an impact.
The predicted salary is between 49500 - 60500 £ per year.
- Financial Adviser
- Wimborne Minster
Experienced Advisers & Qualified Trainees Welcome
Build your client bank without starting from zero.
Joining an established wealth management practice, you'll have existing clients from day one, giving you the opportunity to build momentum while developing your own long-term client relationships.
You'll also have dedicated administration, paraplanning and marketing support behind you, allowing you to spend more time with clients and less time on the paperwork.
Self-Employed Financial Adviser
For advisers who want the rewards of running their own business, without having to build everything from scratch.
What's on offer
- £36,000 guaranteed income
- Existing clients provided from day one
- 70% of Initial Advice Fees on self-generated business
- 60% of Initial Advice Fees on 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 minimum service/revenue criteria
- Dedicated administration, paraplanning and marketing support
Why this opportunity?
Clients from day one.
Support around you.
A genuine route to building your own business.
You'll have experienced paraplanners, administrators and an in-house marketing team supporting you, while you focus on advising clients and growing relationships.
About you
We're interested in speaking with qualified/newly-qualified Financial Advisers who want to build something for the long term.
You might already have an established client bank, or you might be looking for the right platform to accelerate your career.
What's important is that you're confident advising clients and want the opportunity to build your own recurring income.
The practice is based in the South, with the client opportunity primarily focused around Surrey.
We're open to advisers based across Surrey, Hampshire, Dorset and the surrounding areas.
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Financial Adviser in Wimborne Minster 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 Financial Adviser in Wimborne Minster
✨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 Wimborne Minster
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.
