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- Tasks: Deliver tailored financial advice on pensions, investments, and estate planning.
- Company: Join a respected financial planning firm in Tunbridge Wells with a supportive team.
- Benefits: Enjoy hybrid working, profit share, generous holidays, and private medical insurance.
- Why this job: This role offers flexibility, growth opportunities, and a chance to build lasting client relationships.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and IFA experience.
- Other info: Ideal for those with an existing client bank; full support provided.
The predicted salary is between 72000 - 80000 £ per year.
Independent Financial Adviser (IFA)
Location:
Salary: £72,000 to £80,000 (negotiable depending on experience and client bank)
Hours: Full-time, 35 hours per week
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.
- Deliver holistic financial advice across pensions, investments, protection, and estate planning
- Develop bespoke financial plans aligned with clients’ personal goals and objectives
- Keep up to date with financial markets, regulations, and industry best practice
Requirements:
- 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
- Self-motivated with a commitment to continuous development
Benefits:
- 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
Financial Advisor (Investments / Pensions) (Permanent) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) (Permanent)
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend local finance events or webinars to connect with potential colleagues and clients, which can help you establish a presence in the Tunbridge Wells area.
✨Tip Number 2
Showcase your existing client bank during interviews. Be prepared to discuss how you’ve built and maintained these relationships, as this will demonstrate your value to the firm and your ability to hit the ground running.
✨Tip Number 3
Stay updated on the latest financial regulations and market trends. Being knowledgeable about current events in the financial world will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 4
Prepare to discuss your approach to delivering tailored financial advice. Think of specific examples where you've successfully aligned financial plans with clients' personal goals, as this will highlight your expertise and client-centric approach.
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser, particularly focusing on your expertise in pensions, investments, and client relationship management. Use specific examples to demonstrate your achievements and skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this particular firm. Mention how your existing client bank and experience align with their needs, and express your enthusiasm for the collaborative environment they offer.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Regulated Financial Planning or any higher qualifications. Emphasise your commitment to continuous professional development, as this is crucial for the role.
Showcase Communication Skills: In both your CV and cover letter, provide examples of how you've successfully built relationships with clients. Strong communication skills are essential for this role, so make sure to highlight instances where you've effectively delivered tailored advice.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Relationship Skills
As a Financial Advisor, your ability to build and maintain client relationships is crucial. Be prepared to share specific examples of how you've successfully managed client portfolios and addressed their unique financial needs.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends in investments and pensions. During the interview, discuss recent market changes or regulatory updates that could impact clients, showcasing your commitment to continuous learning.
✨Highlight Your Experience with Financial Planning
Be ready to talk about your experience in developing bespoke financial plans. Discuss how you align these plans with clients' personal goals and objectives, as this is a key aspect of the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would handle various client situations, such as managing a dissatisfied client or advising on complex investment strategies.
