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- Tasks: Deliver tailored financial advice and build long-term client relationships.
- Company: Join a well-established financial planning firm in Tunbridge Wells.
- Benefits: Enjoy hybrid working, profit share, pension contributions, and 25 days holiday.
- Why this job: Be part of a supportive team with full admin support and growth opportunities.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven IFA experience required.
- Other info: Flexible working hours and a collaborative environment await you!
The predicted salary is between 72000 - 80000 £ per year.
Location: Tunbridge Wells
Salary: £72,000 to £80,000 (negotiable depending on experience and client bank)
Hours: Full-time, 35 hours per week
Working Pattern: Hybrid
Are you an experienced Independent Financial Adviser looking for a fresh opportunity with flexibility, support, and room to grow? A well-established and highly regarded financial planning firm based in Tunbridge Wells is seeking a motivated and professional IFA to join its expert team. This is a fantastic opportunity for advisers with an existing client bank who want to hit the ground running, although client redistribution and new enquiry allocation are also available for the right candidate.
You’ll be joining a collaborative environment that provides full paraplanning and administrative support, enabling you to focus on what you do best — delivering tailored advice and building trusted client relationships.
Key Responsibilities- Deliver holistic financial advice across pensions, investments, protection, and estate planning
- Build and maintain long-term relationships with clients, including managing existing relationships and converting new enquiries
- Develop bespoke financial plans aligned with clients’ personal goals and objectives
- Work closely with paraplanning and admin teams to ensure seamless client service
- Keep up to date with financial markets, regulations, and industry best practice
- Ensure all advice complies with FCA standards and company procedures
- Level 4 Diploma in Regulated Financial Planning (or above)
- Proven experience in an IFA or wealth management setting
- Ideally, a transferable client bank
- Excellent communication and relationship-building skills
- Ethical, client-focused approach with high attention to detail
- Self-motivated with a commitment to continuous development
- Competitive salary between £72,000 and £80,000 (depending on experience and client base)
- Hybrid working arrangement with flexibility between office and home
- Profit share scheme of up to 20% of basic salary
- Pension contributions of up to 10% depending on benefits selection
- 25 days’ holiday (plus bank holidays), increasing with length of service
- Private medical insurance, death in service, and company sick pay
- Free on-site parking, refreshments, and regular staff events
- Supportive team environment with full paraplanning and admin support
Ready to take the next step in your advice career? Apply today to join a forward-thinking firm where your expertise is recognised, and your success is supported. Please send your CV to joc@financialdivisions.co.uk
Financial Advisor employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area, especially those who may have connections to the firm. Attend local finance-related events or seminars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends in financial planning and be prepared to discuss how you can apply this knowledge to benefit the firm and its clients. Showing that you are up-to-date with industry changes can set you apart from other candidates.
✨Tip Number 3
Prepare to demonstrate your client relationship management skills during any interviews. Think of specific examples where you've successfully built or maintained client relationships, as this is crucial for the role.
✨Tip Number 4
Familiarise yourself with the firm's values and mission statement. Tailor your discussions to reflect how your personal approach aligns with their ethos, showing that you're not just a fit for the role but also for the company culture.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser. Emphasise your Level 4 Diploma in Regulated Financial Planning and any relevant client bank you may have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific firm. Mention how your skills align with their needs, particularly in delivering holistic financial advice and building client relationships.
Highlight Relevant Experience: In your application, detail your previous roles in IFA or wealth management settings. Include examples of how you've successfully managed client relationships and developed bespoke financial plans.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is clear, concise, and professional to make a strong impression.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, such as pensions, investments, and estate planning. Being able to discuss these confidently will show your expertise and help build trust with the interviewers.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role requires strong interpersonal skills, so showcasing your ability to connect with clients will be crucial.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest trends and regulations in the financial industry. Showing that you are proactive about staying informed will demonstrate your commitment to providing the best advice to clients.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to outline how you would handle specific client situations. Practising your responses will help you articulate your thought process and decision-making skills effectively.