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For Companies At a Glance
- Tasks: Provide tailored financial advice and nurture client relationships without sales pressure.
- Company: Respected financial planning firm prioritising client care and adviser autonomy.
- Benefits: Up to £75,000 salary, £100k+ OTE, 25 days holiday, and flexible remote work.
- Why this job: Join a values-driven firm that values stability and genuine client connections.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in delivering regulated advice.
- Other info: Enjoy dedicated support for paraplanning, compliance, and marketing.
The predicted salary is between 60000 - 84000 £ per year.
Job Description
Location: Remote / Home-Based (with Office Access Available)
Are you a Financial Advisor who thrives on building meaningful relationships with clients — but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career.
We’re working with a respected financial planning firm based in the Sevenoaks area. They’re offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank — with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy — not private equity goals.
The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust — not chasing leads.
The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You’ll also benefit from dedicated paraplanning, compliance, admin, and marketing support — giving you the time and space to do what you do best.
You’ll be home-based with complete flexibility but have access to an office if preferred. Day to day, you’ll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients.
To be successful, you’ll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You’ll be personable, digitally savvy, and comfortable working independently — all while putting the client at the heart of what you do.
If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we’d love to hear from you.
For a confidential conversation, reach out to Jo at Financial Divisions.
Financial Advisor - Existing Client Bank - Sevenoaks, £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 - Sevenoaks, £75,000 basic, Year 1 OTE £100k+
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since this role focuses on client care and relationship building. Be ready to share how your experience aligns with their ethos.
✨Tip Number 3
Showcase your personality! In a role that values interpersonal skills, let your authentic self shine through during conversations. Remember, they want someone who can build trust with clients.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Financial Advisor - Existing Client Bank - Sevenoaks, £75,000 basic, Year 1 OTE £100k+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your client relationship management and advisory experience, as these are key to what we’re looking for.
Craft a Personal Cover Letter: Use your cover letter to showcase your personality and passion for client care. We want to see how you connect with clients and your approach to delivering tailored advice, so let your unique voice shine through!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Regulated Financial Planning and any relevant experience. This is crucial for us to understand your background and ensure you meet the necessary criteria for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity without any hassle!
How to prepare for a job interview at Financial Divisions
✨Know Your Client-Centric Approach
Make sure you can articulate your philosophy on client relationships. This role values stability and trust, so be ready to share examples of how you've built long-term relationships and provided tailored advice in the past.
✨Showcase Your Ethical Standards
Since the firm prioritises a strong ethical approach, prepare to discuss how you ensure compliance and maintain integrity in your financial advice. Bring up specific scenarios where your ethics guided your decision-making.
✨Demonstrate Your Digital Savvy
As a Financial Advisor, being digitally savvy is crucial. Be prepared to talk about the tools and technologies you use to manage client relationships and deliver advice effectively, especially in a remote setting.
✨Prepare for a Conversational Interview
This firm values a personable approach, so expect a more conversational interview style. Practice discussing your experiences in a relaxed manner, focusing on how you can nurture existing client relationships without the pressure of aggressive sales tactics.
