Financial Adviser

Ellis James Partners Ltd; City Of London; Presencial; GBP 25 000 - 30 000; Tempo integral

Resumo da oferta

St. James's Place Partner Practice in London is seeking a Financial Adviser to join their team on a self-employed basis.

With 75-100 existing clients ready to be serviced from day one, you’ll have an immediate platform to generate income while developing your own client book and long-term business. Whether you’re an experienced adviser or a Level 4 qualified professional looking to move into advice, you’ll have access to structured Academy training, one-to-one mentoring from an experienced

Qualificações

• Experienced Financial Adviser or Level 4 qualified professional moving into advice.
• Ability to build client relationships and identify opportunities.

Responsabilidades

• Build relationships with existing clients and understand their financial planning needs.
• Identify opportunities to provide further advice and grow your own client book.
• Work with full back-office support and mentors to develop as a successful adviser.

Conhecimentos

Client relationships

Commercial mindset

Formação académica

Level 4 qualified

Descrição da oferta de emprego

Financial Adviser / Trainee Financial Adviser

Inherited Client Bank £2,500 Monthly Guarantee

London

Start with an existing client bank, benefit from ongoing mentoring and develop a long-term advisory business.

A growing St. James's Place Partner Practice in London is looking for a Financial Adviser to join their team on a self-employed basis.

With 75-100 existing clients ready to be serviced from day one, you’ll have an immediate platform to generate income while developing your own client book and long-term business.

Whether you’re an experienced adviser or a Level 4 qualified professional looking to move into advice, you’ll have access to structured Academy training, one-to-one mentoring from an experienced Partner and ongoing support to develop as a successful financial adviser.

The opportunity

You’ll take responsibility for building relationships with existing clients, understanding their financial planning needs and identifying opportunities to provide further advice.

You’ll have full back-office support, ongoing guidance from the Partner and access to leads to help develop your business. Alongside looking after the clients provided, you’ll be expected to take a proactive approach to generating opportunities, strengthening relationships and growing your own client book.

This is a role for someone who wants the support of an established practice while taking ownership of their own development and commercial success.

The package

• £2,500 monthly guaranteed payment, reviewed after 12 months
• 70% of initial advice fees (IAF)
• 50% of ongoing advice fees (OAF)
• 75-100 existing clients ready to be supported
• Full back-office support
• Ongoing support from the Partner, with leads available
• Academy training for those developing into advice

Who would suit this?

This could suit an experienced Financial Adviser looking for a platform to grow their business, or a Level 4 qualified professional ready to take the next step into advice.

You’ll need to be confident building client relationships, commercially minded and proactive in developing new opportunities. The right person will value the support available but be motivated to take ownership of their client base and long-term growth.