At a Glance
- Tasks: Build your client book while receiving full administrative support.
- Company: A growing IFA firm in London with a focus on ambition and growth.
- Benefits: Base salary of £65,000-£75,000 plus performance bonuses and equity opportunities.
- Why this job: Join a supportive environment for significant professional development and long-term growth.
- Qualifications: Experience in advisory roles and a desire for career advancement.
- Other info: Enjoy a hybrid working model that promotes work-life balance.
The predicted salary is between 65000 - 75000 £ per year.
A growing IFA firm in London is seeking an ambitious Employed Financial Adviser to build a client book supported by full administrative infrastructure. The role offers a hybrid working model with a base salary of £65,000-£75,000, plus performance-related bonuses.
Ideal candidates will have experience in advisory roles and be looking for long-term growth and equity participation opportunities. This position allows for significant professional development in a supportive environment.
Hybrid Financial Planner: Build Your Client Book + Equity employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planner: Build Your Client Book + Equity
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand on LinkedIn or other platforms where you can share insights about financial planning. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Hybrid Financial Planner: Build Your Client Book + Equity
Some tips for your application 🫡
Show Your Ambition: When writing your application, let us see your ambition shine through! Share your career goals and how you envision building a client book. We want to know how you plan to grow with us in the long run.
Highlight Relevant Experience: Make sure to showcase your experience in advisory roles. We’re looking for candidates who can hit the ground running, so detail any relevant achievements or skills that make you a great fit for this position.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specifics of the job description. Mention how our supportive environment aligns with your professional development goals.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ellis James Partners
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key performance indicators relevant to the role and be ready to discuss how you've used them in past advisory roles.
✨Showcase Your Client Building Skills
Prepare examples of how you've successfully built and managed a client book in previous positions. Highlight your strategies for client acquisition and retention, as this will be crucial for the firm’s growth.
✨Understand the Hybrid Model
Familiarise yourself with the hybrid working model and be prepared to discuss how you can effectively manage your time and productivity in both remote and office settings. This shows that you’re adaptable and ready for the modern workplace.
✨Express Your Long-Term Vision
The firm is looking for candidates interested in long-term growth and equity participation. Be clear about your career aspirations and how they align with the company’s goals. This will demonstrate your commitment and ambition.