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- Tasks: Help clients with their financial needs and build strong relationships.
- Company: Join a leading national Financial Advisory firm with a growing team.
- Benefits: Enjoy hybrid working, a great benefits package, and full support.
- Why this job: Inherit an established client book and grow your career in finance.
- Qualifications: Must have a Diploma in Regulated Financial Planning and FCA regulation.
- Other info: Opportunities for professional growth and comprehensive training provided.
The predicted salary is between 48000 - 64000 £ per year.
Financial Advisor in East Sussex - hybrid/remote
Salary: £60,000 - £80,000 plus car allowance, benefits and excellent bonus structure
Established Client book to inherit
Overview:
IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions in 2025, the firm is looking for a skilled advice professional to inherit a portfolio of clients based in East Sussex.
Key Responsibilities:
- Review and respond to clients’ evolving financial needs and circumstances.
- Keep both clients and introducers informed about new financial products, legislative changes, and potential impacts on pensions, savings, investments, and overall financial plans.
- Acquire and develop new business from both new and existing clients, as well as from professional introducers.
- Cultivate and maintain strong client and introducer relationships through regular meetings, seminars, and continuous feedback to the wider team.
- Conduct comprehensive reviews of clients’ financial situations, current provisions, and future goals.
- Analyse information, conduct research, and prepare tailored financial planning reports that address clients' specific needs across all areas of financial advice.
Qualifications and Skills:
- The successful candidate must hold the Diploma in Regulated Financial Planning and be regulated via the FCA and ideally making progress towards chartered status.
- A natural ability to build and maintain long-standing relationships with clients, coupled with an empathetic approach.
Benefits:
- Impressive company benefits package
- Full paraplanning and administrative support.
- A comprehensive training and development program to ensure a smooth transition into the role.
- Opportunities for continued professional growth within the firm.
- Hybrid/flexible working
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (East Sussex)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working in East Sussex. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the latest financial products and legislative changes that could impact your future clients. Being knowledgeable about current trends will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Consider reaching out to existing financial advisors in the area for informational interviews. This can provide you with insights into the local market and may even lead to job referrals or recommendations.
✨Tip Number 4
Showcase your relationship-building skills by engaging with potential clients on social media platforms like LinkedIn. Share valuable content related to financial planning, which can help establish your expertise and attract attention from hiring managers.
We think you need these skills to ace Financial Planner (East Sussex)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client relationship management. Emphasise any qualifications, such as the Diploma in Regulated Financial Planning, and mention your progress towards chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Discuss how your skills align with the responsibilities outlined in the job description, particularly your ability to respond to clients' evolving financial needs.
Highlight Client Relationship Skills: In both your CV and cover letter, provide examples of how you have successfully built and maintained long-term relationships with clients. This is crucial for the role, so be specific about your approach and results.
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 essential in the financial advisory field.
How to prepare for a job interview at Placed
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how these can meet clients' needs and how you would communicate changes in legislation or new offerings to them.
✨Demonstrate Relationship-Building Skills
Since this role involves cultivating strong relationships with clients and introducers, be ready to share examples from your past experiences where you've successfully built and maintained such relationships. Highlight your empathetic approach and how it has benefited your clients.
✨Showcase Your Analytical Skills
Prepare to discuss how you conduct comprehensive reviews of clients’ financial situations. Bring examples of how you've analysed information and created tailored financial planning reports that address specific client needs.
✨Discuss Your Professional Development
As the firm values continued professional growth, be ready to talk about your journey towards chartered status and any additional training or development you've pursued. This shows your commitment to the profession and your desire to provide the best service to clients.
