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- Tasks: Deliver tailored financial advice and build long-term client relationships.
- Company: Join a well-established financial planning firm in Tunbridge Wells with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid work, profit share, and generous holiday allowance.
- Why this job: This role offers flexibility, support, and opportunities for professional growth in a collaborative environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven IFA experience required.
- Other info: Full paraplanning and admin support provided to help you excel.
The predicted salary is between 72000 - 80000 £ per year.
Salary: £72,000 to £80,000 (negotiable depending on experience and client bank)
Hours: Full-time, 35 hours per week
Are you an experienced Independent Financial Adviser looking for a fresh opportunity with flexibility, support, and room to grow? A well-established and highly regarded financial planning firm based in Tunbridge Wells is seeking a motivated and professional IFA to join its expert team. This is a fantastic opportunity for advisers with an existing client bank who want to hit the ground running, although client redistribution and new enquiry allocation are also available for the right candidate.
You’ll be joining a collaborative environment that provides full paraplanning and administrative support, enabling you to focus on what you do best – delivering tailored advice and building trusted client relationships.
Key Responsibilities- Deliver holistic financial advice across pensions, investments, protection, and estate planning
- Build and maintain long-term relationships with clients, including managing existing relationships and converting new enquiries
- Develop bespoke financial plans aligned with clients’ personal goals and objectives
- Work closely with paraplanning and admin teams to ensure seamless client service
- Keep up to date with financial markets, regulations, and industry best practice
- Ensure all advice complies with FCA standards and company procedures
- Level 4 Diploma in Regulated Financial Planning (or above)
- Proven experience in an IFA or wealth management setting
- Ideally, a transferable client bank
- Excellent communication and relationship-building skills
- Ethical, client-focused approach with high attention to detail
- Self-motivated with a commitment to continuous development
- Competitive salary between £72,000 and £80,000 (depending on experience and client base)
- Hybrid working arrangement with flexibility between office and home
- Profit share scheme of up to 20% of basic salary
- Pension contributions of up to 10% depending on benefits selection
- 25 days’ holiday (plus bank holidays), increasing with length of service
- Private medical insurance, death in service, and company sick pay
- Free on-site parking, refreshments, and regular staff events
- Supportive team environment with full paraplanning and admin support
Ready to take the next step in your advice career? Apply today to join a forward-thinking firm where your expertise is recognised, and your success is supported. Please send your CV to Joanna at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (IFA), Tunbridge Wells, Hybrid, £72,000 to £80,000 (negotiable DOE)
✨Tip Number 1
Network with other financial advisers in your area, especially those who may already be connected to the firm. Attend local finance events or seminars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the firm thoroughly before applying. Understand their values, client base, and the services they offer. This knowledge will help you tailor your approach during any interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your existing client bank and how it aligns with the firm's goals. Be ready to explain how you can contribute to their growth and success, as this will show that you are proactive and results-oriented.
✨Tip Number 4
Stay updated on current financial regulations and market trends. Being knowledgeable about recent changes will not only boost your confidence but also impress the hiring team with your commitment to professional development.
We think you need these skills to ace Independent Financial Adviser (IFA), Tunbridge Wells, Hybrid, £72,000 to £80,000 (negotiable DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser. Emphasise your Level 4 Diploma in Regulated Financial Planning and any transferable client bank you may have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and ethical approach. Mention your motivation for applying to this specific firm and how you can contribute to their team.
Highlight Relevant Experience: In your application, detail your previous roles in IFA or wealth management settings. Include examples of how you've built long-term client relationships and delivered tailored financial advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any 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
As an Independent Financial Adviser, your ability to build and maintain client relationships is crucial. Prepare examples of how you've successfully managed client interactions in the past, highlighting your communication skills and ethical approach.
✨Demonstrate Industry Knowledge
Stay updated on the latest financial markets, regulations, and best practices. During the interview, be ready to discuss recent changes in the industry and how they might impact clients, showcasing your commitment to continuous development.
✨Highlight Your Experience with Holistic Advice
The role requires delivering holistic financial advice across various areas. Be prepared to discuss your experience in pensions, investments, protection, and estate planning, and how you tailor your advice to meet individual client goals.
✨Prepare Questions About Support and Growth
Since the firm offers full paraplanning and administrative support, ask questions about how this collaboration works. This shows your interest in a supportive environment and your desire for professional growth within the company.
