Financial Planner – Equity Path & Hybrid London Role
Financial Planner – Equity Path & Hybrid London Role

Financial Planner – Equity Path & Hybrid London Role

London Full-Time 65000 - 75000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Build a client book and provide expert financial advice with support from a Director.
  • Company: Dynamic financial advisory firm in London with a focus on growth.
  • Benefits: Base salary of £65,000 to £75,000 plus uncapped performance bonuses and hybrid working.
  • Why this job: Join a thriving team and grow your career while making a real impact.
  • Qualifications: Level 4 Diploma qualified with proven experience as a Financial Adviser.
  • Other info: Exciting opportunity for equity participation and professional development.

The predicted salary is between 65000 - 75000 £ per year.

A financial advisory firm in London is searching for an ambitious Financial Adviser eager to build a client book with the support of a Director. The role offers a hybrid working model and base salary ranging from £65,000 to £75,000, with the potential for uncapped performance-related bonuses.

Candidates should be at least Level 4 Diploma qualified and possess proven experience as a Financial Adviser, along with strong client relationship skills. This is an exciting opportunity for growth and equity participation.

Financial Planner – Equity Path & Hybrid London Role employer: Ellis James Partners

Join a dynamic financial advisory firm in London that prioritises employee growth and offers a supportive work culture. With a hybrid working model, competitive salary, and uncapped performance-related bonuses, this role provides an excellent opportunity for ambitious Financial Advisers to thrive while building meaningful client relationships and participating in equity opportunities.
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Contact Detail:

Ellis James Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planner – Equity Path & Hybrid London Role

Tip Number 1

Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the hunt for a new role. You never know who might have a lead or can introduce you to someone at a firm you're interested in.

Tip Number 2

Prepare for those interviews! Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. Practising common interview questions can also help you feel more confident when it’s your turn to shine.

Tip Number 3

Showcase your client relationship skills! During interviews, share specific examples of how you've built and maintained strong client relationships in the past. This will demonstrate your ability to thrive in a role that requires client engagement.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!

We think you need these skills to ace Financial Planner – Equity Path & Hybrid London Role

Level 4 Diploma in Financial Advice
Client Relationship Skills
Financial Advisory Experience
Ambition
Growth Mindset
Equity Participation Knowledge
Communication Skills
Sales Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant financial advisory experience to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our team. Don’t forget to mention your client relationship skills!

Showcase Your Achievements: We love seeing what you’ve accomplished! Include specific examples of how you've built client relationships or achieved performance-related bonuses in your previous roles.

Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm for joining 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 products and market trends. Brush up on key metrics and recent developments in the financial sector to show that you're not just qualified, but also passionate about the industry.

Showcase Your Client Relationship Skills

Since strong client relationship skills are crucial for this role, prepare examples from your past experiences where you've successfully built and maintained client relationships. Be ready to discuss how you handle difficult situations and turn them into opportunities.

Understand the Company Culture

Research the financial advisory firm’s values and culture. Tailor your responses to align with their mission and demonstrate how you can contribute to their goals. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their team.

Prepare Questions for Them

Interviews are a two-way street! Prepare insightful questions about the role, the team, and the company’s future plans. This not only shows your interest but also helps you gauge if this is the right fit for you.

Financial Planner – Equity Path & Hybrid London Role
Ellis James Partners
Location: London
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  • Financial Planner – Equity Path & Hybrid London Role

    London
    Full-Time
    65000 - 75000 £ / year (est.)
  • E

    Ellis James Partners

    50-100
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