At a Glance
- Tasks: Manage and develop client portfolios while delivering holistic financial advice.
- Company: Rapidly expanding international wealth management group with a collaborative culture.
- Benefits: Competitive salary, bonus opportunities, dedicated support, and professional development.
- Other info: Flexible remote and hybrid working options available.
- Why this job: Join a dynamic team and build your own client portfolio with lucrative earning potential.
- Qualifications: Level 4 qualified with experience in UK financial planning; entrepreneurial mindset preferred.
Basic Salary: £55,000 - £100,000 OTE: £70,000 - £120,000+ Additional Commission & Revenue Share Opportunities
My client is a rapidly expanding international wealth management and financial planning group currently undertaking significant growth across the UK. As part of this expansion, the business is looking to appoint Financial Advisers at multiple levels, from developing advisers through to experienced Senior Financial Advisers. This is an unusual opportunity combining a highly competitive employed package, established clients to service, dedicated technical support and a genuine longer-term route towards building your own client portfolio and moving into a self-employed advisory model with highly attractive commission and revenue splits. Importantly, candidates do not need to bring an existing client bank.
The Role
- Managing and developing a portfolio of private clients.
- Conducting comprehensive reviews and delivering holistic financial advice.
- Advising across investments, pensions, retirement, drawdown, estate and inheritance planning.
- Developing long-term relationships with clients and identifying additional planning opportunities.
- Working alongside dedicated Paraplanning and Administration support.
- Onboarding new clients and assets.
- Developing referrals and new client relationships as your career progresses.
- Using modern financial planning and cashflow technology.
- Maintaining excellent standards of suitability, compliance and client service.
Levels:
- Junior / Developing Financial Adviser £50,000+ basic + bonus | OTE circa £70,000
Ideally suited to an adviser with approximately three years' UK financial planning experience who has already managed or serviced a client bank. Candidates should be Level 4 qualified and comfortable providing regulated advice across investments, pensions and retirement planning. A significant business development track record is not required at this level. - Financial Adviser £75,000 basic + bonus | OTE circa £90,000
Candidates will typically already manage a meaningful private client portfolio, ideally £30m+ of assets under management/advice, alongside some evidence of generating new revenue or onboarding their own clients. Level 4 is essential, with Chartered status advantageous. - Senior Financial Adviser Up to £100,000 basic + bonus | OTE circa £120,000+
Senior candidates should have a substantial track record within UK financial planning, combining sophisticated client management with evidence of generating new assets and revenue. Chartered status.
Why Consider This Opportunity?
- Basic salaries from £55,000 to £100,000.
- OTE from approximately £70,000 to £120,000+.
- No requirement to bring an existing client bank.
- Established clients available to service.
- Dedicated Paraplanning and Administration support.
- Significant additional earning potential from new clients and assets.
- Clear route into a highly lucrative self-employed advisory model.
- Attractive long-term commission and revenue-sharing potential.
- Support towards further professional qualifications and Chartered status.
- International and expatriate private client exposure.
- Modern financial planning technology and infrastructure.
- Significant career progression within a rapidly expanding international wealth management business.
- Open to remote working and hybrid working arrangements.
Advisers who develop their own client relationships and generate new business can access substantial additional commission and revenue-sharing opportunities. For ambitious individuals, there is also a genuine pathway towards a self-employed advisory model offering significantly larger commission and revenue splits, providing the opportunity to build greater long-term value from the client relationships they develop. My client is particularly interested in speaking with ambitious, entrepreneurial Financial Advisers who want the security of an excellent employed package today, while retaining the opportunity to build considerably greater earnings and ownership over their client relationships in the future.
Financial Adviser - Liverpool employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Liverpool
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on James & Partners for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser - Liverpool
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at James & Partners. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining James & Partners. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at James & Partners
✨Show Off Your Financial Savvy
When you're talking with James & Partners, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to James & Partners.
