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- Tasks: Join a dynamic team as an Independent Financial Adviser, delivering tailored financial advice.
- Company: A well-established financial planning business near Bromley, focused on growth and client success.
- Benefits: Enjoy a competitive salary, hybrid work options, and full support for your success.
- Why this job: Be part of a collaborative culture that values your contributions and drives client outcomes.
- Qualifications: Must be Diploma-qualified with at least 12 months of experience in financial advising.
- Other info: Ideal for driven individuals ready to thrive in a fast-paced, entrepreneurial environment.
The predicted salary is between 54000 - 126000 £ per year.
Location: Bromley, Greater London
Salary: Up to £90,000 depending on experience
Working Pattern: Hybrid (3 days in-office, 2 days remote)
Contract: Full-time, permanent
My client, a well-established and ambitious financial planning business based near Bromley, is looking for an experienced and proactive Independent Financial Adviser to join their team in a hunter-style role. This is a fantastic opportunity for a self-motivated individual with a strong commercial mindset and a proven ability to source and develop new business. You will be responsible for delivering tailored financial planning advice across a broad range of products, including pensions, investments, protection and tax strategies. The successful candidate will play a key role in driving growth, managing their own client relationships, and helping clients make informed and profitable financial decisions.
What we’re looking for:
- Diploma-qualified (Level 4 minimum) with a strong grasp of financial planning regulations and compliance
- Minimum 12 months of experience in a financial adviser role, with a consistent record of generating new business
- Strong fact-finding, risk assessment, and client relationship skills
- Commercially minded and capable of building and converting new client opportunities
- Confident communicator with the ability to simplify complex financial products
What’s on offer:
- Basic salary up to £90,000, dependent on experience
- Hybrid working pattern for work-life balance
- Full paraplanning and administrative support
- Structured bonus scheme
- Supportive and collaborative team culture focused on long-term client outcomes
This role will suit a driven, entrepreneurial adviser who thrives in a fast-paced environment and is focused on growth. If you are ready to take the next step in your career and join a forward-thinking firm where your contribution will be recognised and rewarded, I would love to hear from you. Apply today in confidence.
Independent Financial Advisor employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Independent Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Showcase your expertise by sharing insights on financial planning through social media or a personal blog. This not only demonstrates your knowledge but also helps you build a personal brand that can attract clients.
✨Tip Number 3
Prepare for interviews by familiarising yourself with the latest trends in financial products and regulations. Being able to discuss current market conditions and how they affect client decisions will set you apart from other candidates.
✨Tip Number 4
Consider obtaining additional qualifications or certifications that are relevant to the role. This not only enhances your CV but also shows your commitment to professional development and staying updated in the financial advisory field.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as an Independent Financial Adviser. Focus on your achievements in generating new business and your understanding of financial planning regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and commercial mindset. Mention specific examples of how you've successfully sourced and developed new client relationships in the past.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Diploma (Level 4 minimum). Emphasise your knowledge of financial products and your ability to simplify complex information for clients.
Showcase Your Communication Skills: In both your CV and cover letter, demonstrate your strong communication skills. Use clear and concise language to convey your ability to build rapport with clients and explain financial concepts effectively.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Be prepared to discuss your previous roles in detail, especially your experience in generating new business. Highlight specific examples where you successfully sourced clients and delivered tailored financial advice.
✨Demonstrate Your Knowledge
Brush up on financial planning regulations and compliance. Be ready to answer questions about various financial products, including pensions and investments, and how they can benefit clients.
✨Emphasise Communication Skills
As a financial adviser, simplifying complex information is key. Practice explaining intricate financial concepts in layman's terms, showcasing your ability to communicate effectively with clients.
✨Prepare Questions for Them
Show your interest in the company by preparing insightful questions. Ask about their approach to client relationships or how they support advisers in developing new business opportunities.
