Find a job 
Featured Companies 
Featured Universities 
For Companies 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 in London 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 in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that aren’t advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights and tips related to financial planning on social media or a blog. This not only demonstrates your knowledge but also helps you stand out to potential clients and employers.
✨Tip Number 3
Prepare for interviews like it’s the big game! Research the firm thoroughly, understand their values, and be ready to discuss how you can contribute to their growth. Practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest job openings, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our team and building your client book with us.
We think you need these skills to ace Hybrid Financial Planner: Build Your Client Book + Equity in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your advisory roles and any relevant achievements to show us you're the right fit for our growing team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you envision building a client book with us. Keep it engaging and personal!
Showcase Your Ambition: We love candidates who are eager to grow! In your application, mention your long-term goals and how you see yourself contributing to our firm’s success. We’re all about professional development here!
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 keep track of your application and get back to you quickly!
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 successfully managed client portfolios in the past.
✨Showcase Your Advisory Experience
Prepare specific examples from your previous advisory roles that highlight your ability to build and maintain client relationships. Think about challenges you faced and how you overcame them, as this will show your problem-solving skills and resilience.
✨Understand the Firm's Culture
Research the IFA firm’s values and culture before the interview. Be prepared to explain why you’re a good fit for their environment and how you align with their long-term growth vision. This shows that you’re not just looking for any job, but that you’re genuinely interested in contributing to their success.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about their approach to client acquisition and retention, or how they support professional development. This demonstrates your enthusiasm for the role and your commitment to growing within the company.
