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- Tasks: Help clients achieve their financial goals without the pressure of chasing leads.
- Company: Join a well-established financial planning firm that values relationships.
- Benefits: Enjoy a £75,000 salary, remote work, and generous bonuses plus 25 days holiday.
- Other info: Work fully remotely or from the office, whichever suits you best.
- Why this job: Focus on meaningful client interactions in a supportive environment with no cold calling.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning and client management experience.
The predicted salary is between 54000 - 84000 £ per year.
Job Description
Salary: £75,000 basic, Year 1 OTE £100k+
Location: Remote, Burgees Hill, West Sussex
If you enjoy the client-facing side of financial advice but could do without the pressure of chasing leads or hitting rigid KPIs, this could be the perfect next step in your career.
We’re working with a well-established financial planning firm based in West Sussex that puts relationships at the heart of everything they do.
This role is ideal for an advisor who wants to focus on helping clients, not cold calling or prospecting. You’ll inherit a warm, fully serviced client bank and benefit from regular internal referrals. With full paraplanning, compliance, marketing, and admin support, you’ll have the time and space to do what you do best — provide thoughtful, holistic financial advice.
You’ll receive a base salary of up to £75,000, with realistic earnings of £100k+ in your first year through a generous quarterly bonus scheme. The package also includes 25 days’ holiday (plus bank holidays), a 5% employer pension contribution, death-in-service cover, and all business expenses reimbursed. You can work fully remotely or from an office if preferred — whatever suits your style.
Day-to-day, you’ll work closely with your clients, providing advice that supports their long-term goals. You’ll continue to build strong relationships, identify new opportunities within your existing portfolio, and offer flexible meeting options — whether face-to-face or virtual.
To succeed in this role, you’ll need to hold a Level 4 Diploma in Regulated Financial Planning and have experience delivering financial advice and managing client relationships. If you're personable, ethical, and motivated by making a real difference to people’s lives — this is the kind of firm where you’ll feel right at home.
For a confidential conversation, contact Jo at Financial Divisions.
Financial Advisor, Existing Client Bank, Burgees Hill, REMOTE, £75,000 basic, Year 1 OTE £100k+ employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor, Existing Client Bank, Burgees Hill, REMOTE, £75,000 basic, Year 1 OTE £100k+
✨Tip Number 1
Familiarise yourself with the company’s values and client-centric approach. During any conversations or interviews, highlight how your personal philosophy aligns with their focus on building strong relationships and providing holistic financial advice.
✨Tip Number 2
Prepare to discuss specific examples from your past experience where you successfully managed client relationships and delivered tailored financial advice. This will demonstrate your capability and fit for a role that prioritises client satisfaction over sales pressure.
✨Tip Number 3
Network with current or former employees of the firm if possible. They can provide insights into the company culture and expectations, which can help you tailor your approach during the application process.
✨Tip Number 4
Be ready to discuss your understanding of the financial planning landscape, especially in relation to existing client management. Showing that you are up-to-date with industry trends and challenges will set you apart as a knowledgeable candidate.
We think you need these skills to ace Financial Advisor, Existing Client Bank, Burgees Hill, REMOTE, £75,000 basic, Year 1 OTE £100k+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising and client relationship management. Emphasise any relevant qualifications, such as your Level 4 Diploma in Regulated Financial Planning, and showcase your ability to provide holistic financial advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client-facing roles in financial advice. Mention how you align with the company's values of building strong relationships and providing thoughtful advice, and explain why this role excites you.
Showcase Relevant Experience: In your application, detail specific examples of how you've successfully managed client relationships and provided financial advice. Use metrics or outcomes where possible to demonstrate your impact and effectiveness in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Relationship Skills
Since this role focuses on client relationships, be prepared to discuss your experience in managing and nurturing client connections. Share specific examples of how you've built trust and rapport with clients in the past.
✨Demonstrate Your Financial Knowledge
Make sure you have a solid understanding of financial planning principles and regulations. Be ready to discuss your Level 4 Diploma in Regulated Financial Planning and how it has equipped you to provide effective advice.
✨Emphasise Your Ethical Approach
This firm values ethical practices, so highlight your commitment to integrity in financial advising. Discuss situations where you prioritised clients' best interests and how that aligns with the company's values.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client scenarios. Think about potential challenges you might face and how you would approach them, demonstrating your problem-solving skills and client-centric mindset.