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- Tasks: Provide tailored financial advice and manage existing client relationships with no sales pressure.
- Company: Join a respected financial planning firm focused on client relationships and ethical practices.
- Benefits: Enjoy a competitive salary, flexible remote work, generous bonuses, and comprehensive support.
- Why this job: Perfect for those who value client interaction over aggressive sales in a supportive environment.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and experience in delivering regulated advice.
- Other info: Access to office space is available if preferred, promoting a balanced work-life approach.
The predicted salary is between 60000 - 84000 £ per year.
Are you a Financial Advisor who thrives on building meaningful relationships with clients but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career.
We’re working with a respected financial planning firm based in the Tunbridge Wells area. They’re offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank with no pressure to prospect and no rigid KPIs. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement.
With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust—not chasing leads.
The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You’ll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You’ll also benefit from dedicated paraplanning, compliance, admin, and marketing support—giving you the time and space to do what you do best.
You’ll be home-based with complete flexibility but have access to an office if preferred. Day to day, you’ll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients.
To be successful, you’ll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You’ll be personable, digitally savvy, and comfortable working independently—all while putting the client at the heart of what you do.
If you’re ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we’d love to hear from you.
For a confidential conversation, reach out to joc@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 advisors and professionals in the industry. Attend local events or join online forums to connect with individuals who may have insights into the firm or the role. Building relationships can often lead to referrals or insider information that could give you an edge.
✨Tip Number 2
Research the company’s values and culture thoroughly. Understanding their approach to client relationships and how they prioritise ethical practices will help you align your conversation during interviews, showcasing that you are a perfect fit for their team.
✨Tip Number 3
Prepare to discuss your experience with existing client management and how you’ve built trust in past roles. Highlight specific examples where you’ve successfully nurtured client relationships without aggressive sales tactics, as this aligns perfectly with what they’re looking for.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning and client advisory services. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to providing exceptional advice and staying ahead in the 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 experience as a Financial Advisor, particularly focusing on client relationship management and your Level 4 Diploma in Regulated Financial Planning. Use specific examples to demonstrate your success in delivering regulated advice.
Craft a Compelling Cover Letter: In your cover letter, express your passion for building meaningful client relationships and your desire to work in a supportive environment without aggressive sales targets. Mention how your values align with the company's ethos of putting people before profit.
Showcase Your Skills: Emphasise your digital savviness and ability to work independently. Provide examples of how you've successfully managed client relationships and delivered tailored advice, showcasing your strong ethical approach.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. 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
Since the role focuses on nurturing existing client relationships, be prepared to discuss your past experiences in building and maintaining client trust. Share specific examples of how you've successfully managed client interactions and provided tailored advice.
✨Emphasise Your Ethical Approach
The company values a strong ethical approach to financial advising. Be ready to explain your philosophy on ethics in finance and how you ensure that your clients' best interests are always at the forefront of your advice.
✨Demonstrate Digital Savviness
As the role requires someone who is digitally savvy, highlight your experience with digital tools and platforms used in financial advising. Discuss how you leverage technology to enhance client interactions and streamline your advisory processes.
✨Prepare for a Flexible Work Environment
Since the position is home-based with flexible working options, be ready to discuss how you manage your time and productivity while working independently. Share strategies you use to stay organised and maintain communication with clients and colleagues.
