At a Glance
- Tasks: Manage a client bank and provide tailored financial advice to clients.
- Company: Independent financial planning firm with a focus on relationship-building.
- Benefits: Competitive salary, bonus structure, and full support for career progression.
- Other info: Genuine long-term career growth opportunities in a supportive environment.
- Why this job: No cold calling; just warm leads and the chance to build lasting client relationships.
- Qualifications: Diploma Level 4 in Regulated Financial Planning and three years' experience required.
The predicted salary is between 50000 - 75000 £ per year.
Existing Client Bank | Unlimited Pre-Qualified Leads £50,000 - £75,000 Basic | £70,000 - £90,000 OTE Year One Epsom | Surrey Stop Hunting for Clients.
Start Looking After Them.
Imagine joining a firm where you're handed an established, revenue-producing client bank from day one and every new enquiry that lands on your desk has already decided they want financial advice.
No cold calling.
No networking breakfasts.
No buying leads.
No chasing introducers.
Just quality clients who genuinely want your advice.
If you're a personable, charismatic Financial Adviser who thrives on building relationships rather than chasing sales targets, this could be one of the best opportunities you'll see this year.
Why This Role Is Different This independent financial planning firm has built something most advisory businesses can only dream of.
Not only will you inherit an active, income-generating client portfolio, you'll also receive a continual flow of pre-qualified new clients through an exclusive lead source.
These aren't internet enquiries or purchased leads - they're individuals who are, in many cases, contractually committed to taking financial advice.
Your diary stays full.
Your pipeline looks after itself.
Your job is simply to do what you do best - build trust, give exceptional advice and create long-term client relationships.
What You'll Be Doing Managing and developing an established, recurring revenue client bank.
Advising private clients on pensions, investments, retirement planning, protection and inheritance tax planning.
Meeting a continual stream of warm, pre-qualified new clients.
Delivering truly independent, whole-of-market financial advice.
Building lasting relationships that generate further referrals and long-term recurring income.
What's On Offer £50,000 - £75,000 basic salary Realistic Year One earnings of £70,000 - £90,000 Existing revenue-producing client bank from day one.
Unlimited supply of warm, vetted client introductions.
Bonus structure rewarding quality advice and business growth.
Full paraplanning and administrative support.
Genuine long-term career progression within a respected independent firm.
Support towards Chartered status if desired.
Who We're Looking For We're looking for someone who genuinely enjoys being in front of clients.
You'll be technically strong, but equally important is your personality.
The successful adviser will be naturally engaging, confident, personable and able to build rapport with clients from all walks of life.
You'll ideally have: Diploma Level 4 in Regulated Financial Planning (or equivalent).
At least three years' experience as a client-facing Financial Adviser.
Strong communication skills with plenty of character and charisma.
A consultative, relationship-led approach to financial planning.
The desire to build long-term client relationships rather than simply complete transactions.
Ability to commute to the Epsom office, as this is predominantly office-based.
If You're Ready To Spend More Time Advising And Less Time Prospecting Opportunities where you're given both an established client bank and an endless stream of pre-qualified new clients are exceptionally rare.
If you're looking for a role where your success is determined by the quality of your advicenot your ability to generate leadswe'd love to hear from you.
Apply with your CV to Ryan Wootten at Financial Divisionsc272c101-f45c-4783-b4a0-50ad222b87c0
Independent Financial Advisor in Epsom employer: Financial Divisions LLP
Join a leading independent financial planning firm in Epsom, where you'll benefit from an established client bank and a continuous flow of pre-qualified leads, allowing you to focus on delivering exceptional advice and building lasting relationships. With a supportive work culture that prioritises employee growth and offers a clear path to Chartered status, this role provides a unique opportunity to thrive without the pressures of cold calling or chasing leads. Experience a rewarding career in a respected firm that values quality over quantity, ensuring your success is driven by the trust you build with clients.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Epsom
✨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 LLP. 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 Advisor in Epsom
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 LLP.
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 LLP'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 LLP
✨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 LLP.
✨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 LLP 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 LLP 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.
