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- Tasks: Provide holistic financial advice and build tailored plans for clients.
- Company: People-first, planning-led firm in a strong growth phase.
- Benefits: Solid base salary, competitive bonuses, and flexible hybrid working.
- Why this job: Step into an established client bank and make an immediate impact.
- Qualifications: Level 4 Diploma, current CAS status, and experience managing clients.
- Other info: Supportive team with dedicated admin and modern tech to streamline your work.
The predicted salary is between 36000 - 60000 £ per year.
Ready to get ahead without starting from scratch? This role puts you straight into an established client bank of ~£100m AUM, already above validation - meaning a strong bonus from month one. No long build-up period, no constant prospecting pressure. Just advice.
You will be joining a people-first, planning-led firm in a strong growth phase, offering a solid base salary, a competitive bonus structure (initial and ongoing fees), and the support you need to do your job properly.
What makes this role stand out?
- Step straight into an existing client bank
- Bonus payable in the first month
- Flexible hybrid working
- Warm leads and referrals to keep things moving
- Dedicated admin & compliance support
- Modern systems and tech to streamline your day
The role itself:
- Provide holistic advice across pensions, investments, and protection
- Build tailored financial plans and deliver ongoing reviews
- Develop long-term client relationships
- Convert new business from referrals and warm leads
- Stay on top of market and regulatory changes
- Work closely with a supportive, well-structured team
What you will need:
- Level 4 Diploma
- Current CAS status
- Experience managing a sizable client book
- Client-focused, ethical, and commercially aware
- Willingness to travel locally when needed
If you are an Experienced Adviser in the North West and want a role where the foundations are already in place, get in touch with Ellis Mears at EJP for full details.
Senior Financial Planner in Wigan employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in Wigan
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Engage with relevant content and connect with industry leaders to boost your visibility.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Senior Financial Planner. Highlight your client management skills and how you can hit the ground running with that existing client bank.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your talents. Plus, it shows you’re serious about joining our people-first, planning-led firm.
We think you need these skills to ace Senior Financial Planner in Wigan
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Planner role. Highlight your Level 4 Diploma, CAS status, and any relevant client management experience to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your experience aligns with our people-first approach. Keep it concise but impactful!
Showcase Your Client Relationships: Since this role involves developing long-term client relationships, share examples of how you've successfully managed client books in the past. We want to see your client-focused and ethical approach in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ellis James Partners
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to be comfortable discussing figures. Brush up on your knowledge of the client bank and be ready to talk about how you can manage and grow it. Familiarise yourself with key metrics and be prepared to share your past successes in managing sizable client books.
✨Showcase Your Client-Centric Approach
This role is all about building long-term relationships. Be ready to discuss specific examples of how you've provided holistic advice in the past. Highlight your ethical approach and how you’ve prioritised clients' needs over sales pressure.
✨Understand the Market Landscape
Stay updated on current market trends and regulatory changes that could impact financial planning. Bring insights to the interview about how these factors influence your strategies and how you can adapt to keep clients informed and secure.
✨Emphasise Team Collaboration
Since this role involves working closely with a supportive team, be prepared to discuss your experience in collaborative environments. Share examples of how you’ve worked with admin and compliance teams to streamline processes and enhance client service.
