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- Tasks: Help clients with financial advice without the hassle of prospecting.
- Company: Join a boutique firm that values independence and client relationships.
- Benefits: Enjoy remote work, a competitive salary, bonuses, and full support.
- Why this job: Focus on giving great advice in a supportive, pressure-free environment.
- Qualifications: Must be Level 4 qualified and relationship-driven.
- Other info: No KPIs or corporate micromanagement; just you and your clients.
The predicted salary is between 60000 - 84000 £ per year.
Independent Financial Adviser – Burgess Hill (Client Bank Provided | OTE £100k+ year one)
Salary: £75,000 + Quarterly Bonus + Commission + Benefits
Location: Remote / Home-Based (90% WFH) | Office Access Available
Are you an experienced Independent Financial Adviser who loves working with clients – but not the constant prospecting and cold calls? This is your chance to take over a fully serviced, loyal client bank with enough recurring income to earn £100,000+ in year one. No KPIs. No private equity. No corporate micromanagement. Just a supportive, truly independent environment where you can focus on doing what you do best: giving great advice.
- Full paraplanning, compliance & admin support
- Flexible working – remote first
- No pressure to sell – just trusted client relationships
- Boutique firm with no plans to consolidate
If you’re Level 4 qualified, relationship-driven, and ready to make your next move, this could be the opportunity that reignites your passion for advice.
To find out more, reach out to Ryan Wootten at Financial Divisions or send your CV in confidence to ryan@financialdivisions.co.uk
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 other financial advisers and professionals in the industry. Attend local finance events or webinars to connect with potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and build your personal brand. Share insights on financial topics and engage with others in the field to increase your visibility.
✨Tip Number 3
Consider reaching out directly to the hiring manager or team at StudySmarter. A personalised message expressing your interest and highlighting your relevant experience can make a strong impression.
✨Tip Number 4
Research the company culture and values of StudySmarter. Understanding what they stand for will help you tailor your approach and demonstrate how you align with their mission during any conversations.
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 experience as an Independent Financial Adviser. Focus on your relationship-building skills and any relevant qualifications, particularly your Level 4 certification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing financial advice. Mention how the opportunity aligns with your career goals and why you are excited about working in a supportive, independent environment.
Highlight Relevant Experience: In your application, emphasise your experience with client management and any successes you've had in previous roles. This will demonstrate your ability to take over a client bank effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Relationship Skills
As an Independent Financial Advisor, your ability to build and maintain client relationships is crucial. Be prepared to share specific examples of how you've successfully managed client portfolios and provided tailored advice in the past.
✨Demonstrate Your Knowledge of Financial Products
Make sure you are well-versed in various financial products and services. During the interview, discuss your experience with different investment strategies and how they can benefit clients, showcasing your expertise in the field.
✨Emphasise Your Independence
This role values independence and a lack of corporate micromanagement. Highlight your ability to work autonomously and how you thrive in a flexible working environment, ensuring that you align with the company's ethos.
✨Prepare Questions About Support Structures
Since the position offers full paraplanning, compliance, and admin support, come prepared with questions about these resources. This shows your interest in how the firm supports its advisors and allows you to assess if it meets your needs.
