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- Tasks: Help high-net-worth clients manage their finances and grow your own client base.
- Company: Join a thriving wealth management practice in Central Birmingham.
- Benefits: Enjoy hybrid working, competitive salary, and ongoing training support.
- Why this job: This role offers growth opportunities in a supportive and collaborative environment.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning.
- Other info: Perfect for motivated self-starters looking to advance their financial advisory career.
The predicted salary is between 48000 - 72000 £ per year.
Junior Financial Adviser
Location: Central Birmingham (easily accessible via public transport)
Salary: Starting at £60k+ (with yearly pay reviews and discretionary bonuses)
Are you a motivated and confident professional looking to take the next step in your financial advisory career? Join a thriving wealth management practice offering:
What’s on Offer:
- Hybrid Working: Flexibility to work 1-2 days in the office.
- HNW Client Base: High-net-worth clients with leads provided to get you started.
- Growth Opportunities: Expect to build your client base through networking and proactive engagement.
- Supportive Culture: A social, collaborative, and busy office environment.
- Training & Development: Ongoing support to help you progress.
Minimum Requirements:
- Qualifications: Level 4 Diploma in Regulated Financial Planning (DipPFS) is essential (CAS status not required).
- Mindset: Self-starter, driven, and eager to grow within a supportive team.
This is a fantastic opportunity for someone ready to progress in their advisory career while working with a leading firm that values its people.
Ready to apply or learn more? Get in touch today!
Financial Advisor employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services community in Birmingham. Attend local finance events, seminars, and workshops to meet potential clients and industry professionals who can refer you to high-net-worth individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insightful articles, engage with industry discussions, and connect with other professionals to increase your visibility.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organizations often provide networking opportunities that can help you build relationships with potential clients and other advisors.
✨Tip Number 4
Stay updated on market trends and financial regulations. Being knowledgeable about current events will not only boost your confidence but also position you as a trusted advisor to your clients.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your Level 4 Diploma in Regulated Financial Planning (DipPFS) in your CV and cover letter. This is a key requirement for the role.
Showcase Your Mindset: In your application, convey your self-starter attitude and eagerness to grow within a supportive team. Use specific examples from your past experiences to illustrate these traits.
Tailor Your Cover Letter: Craft a personalized cover letter that reflects your motivation for joining a wealth management practice. Mention your interest in working with high-net-worth clients and how you plan to build your client base.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application demonstrates professionalism and attention to detail.
How to prepare for a job interview at Ellis James Partners
✨Show Your Passion for Financial Advisory
Make sure to express your enthusiasm for the financial advisory field. Share specific examples of what drives you and how you stay updated on industry trends. This will demonstrate your commitment and eagerness to grow within the role.
✨Highlight Your Qualifications
Since a Level 4 Diploma in Regulated Financial Planning is essential, be prepared to discuss your qualifications in detail. Explain how your education has equipped you with the necessary skills to succeed as a Junior Financial Adviser.
✨Demonstrate Networking Skills
Given the emphasis on building a client base through networking, come prepared with examples of how you've successfully engaged with clients or expanded your professional network in the past. This will show that you are proactive and ready to take initiative.
✨Emphasize Team Collaboration
The company values a supportive culture, so be sure to highlight your ability to work well in a team. Share experiences where you collaborated with others to achieve common goals, showcasing your fit for their social and collaborative environment.
