At a Glance
- Tasks: Deliver holistic financial advice and manage established client relationships.
- Company: Respected independent financial planning firm in Surrey with a loyal client base.
- Benefits: £65,000 basic salary, bonus potential, full support, and career progression.
- Other info: Enjoy a supportive environment with opportunities for professional development.
- Why this job: Inherit an active client bank and focus on delivering exceptional service without sales pressure.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3 years' experience required.
The predicted salary is between 65000 - 80000 £ per year.
An exceptional opportunity has arisen for an experienced Independent Financial Adviser to join a well-established and highly respected independent financial planning firm based in Surrey. This business has built its reputation on providing holistic, client-focused financial planning advice and has developed a loyal client base through long-term relationships, excellent service standards and a commitment to delivering genuinely independent advice.
Due to continued growth and succession planning, they are seeking a Diploma-qualified Financial Adviser to take over an active and revenue-generating client bank. This role is ideally suited to an adviser who enjoys building lasting client relationships and delivering high-quality financial planning without the pressure of aggressive sales targets or constant prospecting.
The Opportunity
You will inherit an established portfolio of engaged clients located across the South East and wider UK, allowing you to focus on delivering advice, strengthening relationships and identifying planning opportunities rather than generating business from scratch. You will provide holistic, whole-of-market advice across:
- Pensions and retirement planning
- Investment and wealth management strategies
- Inheritance Tax and estate planning
- Protection planning
- Tax-efficient financial planning
- Ongoing client reviews and relationship management
Supported by an experienced paraplanning and administration team, you will be able to focus your time on delivering outstanding client outcomes rather than administrative tasks.
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Minimum 3 years' experience providing regulated financial advice
- Strong technical knowledge across pensions, investments and holistic financial planning
- Excellent relationship-building and client management skills
- A client-centric approach to advice delivery
- Ambition to continue developing professionally, including progression towards Chartered status if not already achieved
- Ability to manage and develop long-term client relationships effectively
- Based within a commutable distance of Epsom/Sutton, as the role is predominantly office based
What's on Offer
- £65,000 basic salary
- Realistic first-year OTE of £80,000+
- Bonus structure linked to client outcomes and business performance
- Established client bank provided from day one
- Ongoing referrals and internal introductions
- Full paraplanning and administration support
- Whole-of-market independent advice proposition
- Support towards Chartered Financial Planner status
- Long-term career progression opportunities
Independent Financial Adviser, Epsom / Sutton, Surrey, £65,000 Basic Salary + Bonus (OTE £80,000+) in Ewell employer: Financial Divisions
Join a highly respected independent financial planning firm in Surrey, where you will benefit from an established client bank and full administrative support, allowing you to focus on delivering exceptional client outcomes. With a commitment to holistic, client-focused advice and a culture that prioritises professional growth, this role offers a rewarding environment for experienced advisers looking to build lasting relationships without the pressure of aggressive sales targets. Enjoy a competitive salary, bonus structure, and opportunities for career progression, including support towards achieving Chartered status.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser, Epsom / Sutton, Surrey, £65,000 Basic Salary + Bonus (OTE £80,000+) in Ewell
✨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. 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, Epsom / Sutton, Surrey, £65,000 Basic Salary + Bonus (OTE £80,000+) in Ewell
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.
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'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
✨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.
✨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 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 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.
