At a Glance
- Tasks: Manage and service a portfolio of clients, providing tailored financial advice.
- Company: Join a supportive advisory team with a solid reputation and resources.
- Benefits: Competitive salary, 30 days holiday, study support, and a day off for your birthday.
- Other info: Enjoy a collaborative culture with clear career progression opportunities.
- Why this job: Focus on building client relationships without the pressure of sales targets.
- Qualifications: Level 4 diploma in Financial Planning and strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
Financial Adviser
London | Bournemouth | Wider Locations considered
Employed & Self-Employed
Experienced or Qualified Trainees Welcome
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
For advisers who want the rewards of running their own business without starting from scratch.
Package includes:
- £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
Ideal for advisers who want financial security with the opportunity to progress into self-employment in the future.
Package includes:
- 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
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.
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Financial Adviser employer: Ellis James Partners
James's Place Practices is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and professional growth. With generous benefits such as enhanced holiday, a robust bonus scheme, and support for industry qualifications, employees are empowered to thrive in their roles while contributing to a positive team environment. Located in Bristol, this role provides a unique opportunity to be at the heart of client engagement within a growing financial planning business, making it a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or clients, make sure you can clearly explain your experience and what you bring to the table. Keep it simple and relatable – remember, you want them to understand your value!
✨Tip Number 3
Show up prepared! If you land an interview, do your homework on the company and its culture. Be ready to discuss how your skills align with their needs, especially in a servicing-focused role. This shows you’re genuinely interested and ready to contribute.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it’s a great way to ensure your application gets seen by the right people. Don’t miss out on this opportunity!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your qualifications, especially your Level 4 diploma, and any relevant experience in client management or financial planning.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Keep it personal and engaging, showing us your personality and enthusiasm for the position.
Showcase Your Communication Skills:As a Financial Adviser, clear communication is key. In your application, demonstrate your ability to simplify complex information. Use straightforward language and examples that show how you’ve successfully communicated with clients in the past.
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’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and IHT planning. Being able to discuss these topics confidently will show that you're ready to take on the role and can simplify complex advice for clients.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to demonstrate your communication skills. Think of examples where you've successfully engaged with clients or colleagues, and how you made complex information easy to understand.
✨Understand the Company Culture
Research the company’s values and culture before the interview. They emphasise collaboration and support, so think about how you can fit into that environment and contribute positively to the team dynamic.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you. Ask about training opportunities or how they support career progression.
