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- Tasks: Deliver high-quality, independent financial advice without sales pressure.
- Company: Established financial planning firm with a focus on ethics and client relationships.
- Benefits: Competitive salary, bonuses, full support, and clear career progression.
- Why this job: Join a values-led firm and focus on meaningful client relationships.
- Qualifications: Diploma in Regulated Financial Planning and 3 years' experience required.
- Other info: Inherit an active client bank and enjoy long-term growth opportunities.
The predicted salary is between 50000 - 65000 £ per year.
Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm, revenue producing client bank spread across the UK.
What’s on offer:
- Established client bank - Inherit a high-quality portfolio of engaged clients throughout the UK
- Whole-of-market advice - Deliver independent, holistic financial planning across pensions, investments, IHT and protection.
- No sales targets or prospecting - Focus purely on meaningful client relationships and delivering trusted advice.
- Clear career path - Progression opportunities including support towards Chartered status and long-term partnership prospects.
Package & Benefits:
- Base salary of £50,000-£65,000, with a realistic first-year OTE of £75,000-£90,000+
- Bonuses linked to quality of service and new business
- Steady flow of ongoing referrals and internal introductions
- Full paraplanning and admin support to allow you to focus on clients, not paperwork
- Long-term career growth within a respected, values-led advisory firm
Ideal Candidate:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Minimum 3 years’ experience delivering regulated advice in a private client setting
- A client-centric, relationship-driven approach to financial planning
- Ambition to attain Chartered status (or already Chartered)
- Based near Epsom as the role will be predominantly office based
Whether you’re a Financial Adviser looking to re-centre your career around clients or an IFA seeking a new home with genuine growth potential, this is a fantastic opportunity to step into a firm that values ethics, independence, and long-term relationships.
Apply with your CV to Ryan Wootten at Financial Divisions.
Independent Financial Adviser, £50,000-£65,000 + Bonuses, Epsom - Office based (no hybrid working) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser, £50,000-£65,000 + Bonuses, Epsom - Office based (no hybrid working)
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in Epsom. Attend local events, join relevant groups, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and think about how your experience aligns with their values. Practice common interview questions and have some thoughtful questions ready to show your genuine interest. We want you to shine!
✨Tip Number 3
Showcase your expertise! Consider creating a portfolio that highlights your past successes and client relationships. This can really set you apart from other candidates and demonstrate your ability to deliver high-quality advice.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Independent Financial Adviser role!
We think you need these skills to ace Independent Financial Adviser, £50,000-£65,000 + Bonuses, Epsom - Office based (no hybrid working)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience as a Diploma-qualified Financial Planner or IFA. Highlight your client-centric approach and any relevant achievements that showcase your ability to deliver high-quality advice.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our values-led firm. Mention your ambition for Chartered status and how you plan to build meaningful client relationships.
Showcase Your Experience: In your application, emphasise your minimum 3 years of experience in delivering regulated advice. We want to see how you've successfully managed client portfolios and built trust with clients over time.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you can easily keep track of your application status!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and IHT. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in providing high-quality advice.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've built meaningful relationships with clients in the past. This role is all about trust and long-term relationships, so demonstrating your client-centric mindset will be key to impressing the interviewers.
✨Understand the Firm's Values
Research the firm’s ethos and values before the interview. Be ready to discuss how your own values align with theirs, particularly around ethics and independence. This will help you stand out as a candidate who truly fits their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and client management. This not only shows your interest in the role but also gives you a chance to assess if this is the right fit for you.