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- Tasks: Provide tailored financial advice and manage long-term client relationships.
- Company: Join a respected financial planning firm in Greater London.
- Benefits: Enjoy a hybrid work model, competitive salary, and structured bonuses.
- Why this job: Perfect for those who love nurturing client relationships and making a real impact.
- Qualifications: Diploma-qualified with at least 12 months of advisory experience required.
- Other info: Full paraplanning support provided to help you focus on clients.
The predicted salary is between 54000 - 126000 £ per year.
Working Pattern: Hybrid (3 days in-office, 2 days remote)
Contract: Full-time, permanent
My client, a well-established and respected financial planning firm based in Greater London, is seeking an experienced Independent Financial Adviser to join their team in a farmer-style role. This is a unique opportunity for a client-focused individual who excels at nurturing and managing long-term relationships with existing clients.
In this role, you will be responsible for providing ongoing, tailored financial advice across a wide range of products, including investments, pensions, protection, and tax planning. You will build upon your existing client base, ensuring their financial goals are met and consistently delivering value while deepening client relationships.
What we're looking for:
- Diploma-qualified (Level 4 minimum) with strong knowledge of financial planning regulations and compliance
- At least 12 months of experience in a financial adviser role with a focus on maintaining and growing existing relationships
- Strong interpersonal and relationship-building skills with a client-first approach
- Proven track record of providing ongoing financial advice and nurturing long-term client portfolios
- Excellent communication skills, with the ability to clearly explain complex financial matters to clients
What’s on offer:
- Basic salary up to £90,000, dependent on experience
- Hybrid working pattern for better work-life balance
- Full paraplanning and administrative support to help you focus on client relationships
- Structured bonus scheme based on client retention and satisfaction
- Supportive, collaborative team environment that prioritises long-term success
This role is ideal for a dedicated, relationship-driven adviser who thrives on maintaining and growing existing client portfolios. If you are passionate about providing high-quality, ongoing advice and building meaningful client relationships, we would love to hear from you.
Apply today in confidence to Jo at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Nr Bromley - Up to £90,000 depending on experience
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Independent Financial Advisers. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Research the specific financial products and services that the firm offers. Familiarising yourself with their offerings will allow you to speak confidently about how you can contribute to their client base and enhance existing relationships during any interviews.
✨Tip Number 3
Prepare to discuss your previous experience in nurturing client relationships. Think of specific examples where you've successfully managed long-term portfolios and how you’ve added value to your clients' financial situations, as this will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is essential for building trust with clients, so consider role-playing scenarios with a friend or mentor to refine your approach before any interviews.
We think you need these skills to ace Independent Financial Adviser - Nr Bromley - Up to £90,000 depending on experience
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your ability to maintain and grow client relationships. Use specific examples that demonstrate your interpersonal skills and client-first approach.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to nurturing long-term client relationships. Mention your qualifications and how they align with the requirements of the role, particularly your Diploma and experience in financial planning.
Highlight Relevant Experience: In your application, emphasise your track record of providing ongoing financial advice and managing client portfolios. Include metrics or achievements that illustrate your success in these areas, as this will resonate well with the hiring firm.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Relationship Skills
Since this role focuses on nurturing long-term client relationships, be prepared to discuss specific examples of how you've successfully managed and grown client portfolios in the past. Highlight your interpersonal skills and how they have contributed to client satisfaction.
✨Demonstrate Your Financial Knowledge
Make sure you are well-versed in financial planning regulations and compliance. Be ready to explain complex financial concepts clearly, as this will showcase your ability to communicate effectively with clients who may not have a financial background.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you would handle various client situations. Think about scenarios where you've had to provide tailored advice or resolve conflicts, and be ready to share these experiences.
✨Research the Company Culture
Understanding the company's values and work environment is crucial. Familiarise yourself with their approach to client relationships and team collaboration, as this will help you align your answers with what they prioritise in their advisers.
