At a Glance
- Tasks: Deliver high-quality financial advice to HNW clients without sales pressure.
- Company: Established independent financial planning firm with a values-led approach.
- Benefits: Competitive salary, bonuses for client retention, and flexible remote working options.
- Other info: Enjoy full support from Paraplanners and Administrators for career growth.
- Why this job: Focus on building long-term relationships and achieving Chartered status.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3+ years of experience.
The predicted salary is between 75000 - 100000 £ per year.
Independent Financial Adviser | £65,000 + Bonus, Kent & Sussex | Remote / Hybrid
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
Are you a Diploma-qualified Financial Adviser, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering genuinely high-quality, long-term financial advice?
An established, fully independent financial planning firm is looking for an experienced Financial Adviser to join its growing team.
This is a great opportunity to take over an established, revenue-producing client bank of HNW clients across Kent and Sussex, allowing you to build strong, long-term relationships without the usual pressure around cold prospecting or product sales.
- What's on offer
- Established, engaged HNW client bank to inherit
- Whole-of-market, independent advice across pensions, investments, IHT and protection
- No cold calling, sales targets or prospecting
- Regular review meetings and a steady flow of referrals and internal introductions
- Full Paraplanning and Administration support
- Clear progression towards Chartered status and potential long-term partnership
- Flexible remote working, with travel to clients as required
Package & Benefits
- Salary up to £65,000
- Realistic first-year OTE of £75,000–£100,000+
- Bonuses linked to client retention and quality of service rather than product sales
- Additional bonus for completed client review meetings
- Established revenue-producing client bank
- Full support from experienced Paraplanners and Administrators
- Long-term career development within a respected, values-led independent firm
About you
- xgikmsk
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Minimum 3 years' experience providing regulated financial advice, ideally within a private client environment
- Strong relationship-building and client management skills
- A genuine focus on delivering holistic, long-term financial planning
- Already Chartered or ambitious to achieve Chartered status
- Based within a reasonable travelling distance of clients across Kent and Sussex
- This would suit an experienced adviser who wants to
Remote working/work at home options are available for this role.
Independent Financial Adviser | £65,000 + Bonus, Kent & Sussex | Remote / Hybrid employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser | £65,000 + Bonus, Kent & Sussex | Remote / Hybrid
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Adviser | £65,000 + Bonus, Kent & Sussex | Remote / Hybrid
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
