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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 with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid work, profit share, and generous holiday allowance.
- Why this job: This role offers flexibility, support, and the chance to grow your career in finance.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven IFA experience required.
- Other info: Full paraplanning and admin support provided to help you succeed.
The predicted salary is between 72000 - 80000 £ per year.
Salary: £72,000 to £80,000 (negotiable depending on experience and client bank)
Hours: Full-time, 35 hours per week
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 Joanna at Financial Divisions.
Independent Financial Adviser (IFA), Tunbridge Wells, Hybrid, £72,000 to £80,000 (negotiable DOE) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (IFA), Tunbridge Wells, Hybrid, £72,000 to £80,000 (negotiable DOE)
✨Tip Number 1
Network with other financial advisers in your area, especially those who may already be connected to the firm. Attend local industry events or seminars to build relationships and gain insights into the company culture.
✨Tip Number 2
Research the firm thoroughly to understand their values, services, and client base. Tailor your conversations during interviews to reflect how your experience aligns with their mission and how you can contribute to their success.
✨Tip Number 3
Prepare to discuss your existing client bank and how you plan to leverage it within the new role. Highlight specific examples of how you've built and maintained client relationships in the past.
✨Tip Number 4
Stay updated on current financial regulations and market trends. Being knowledgeable about recent changes will demonstrate your commitment to professional development and your ability to provide informed advice.
We think you need these skills to ace Independent Financial Adviser (IFA), Tunbridge Wells, Hybrid, £72,000 to £80,000 (negotiable DOE)
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 transferable client bank you may have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and ethical approach. Mention your motivation for applying to this specific firm and how you can contribute to their team.
Highlight Relevant Experience: In your application, detail your previous roles in IFA or wealth management settings. Include examples of how you've built long-term client relationships and delivered tailored financial advice.
Showcase Continuous Development: Demonstrate your commitment to professional growth by mentioning any recent training, certifications, or industry knowledge that keeps you updated with financial markets and regulations.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Relationships
As an Independent Financial Adviser, your ability to build and maintain client relationships is crucial. Be prepared to discuss your existing client bank and how you've successfully managed those relationships in the past.
✨Demonstrate Industry Knowledge
Stay updated on the latest financial markets, regulations, and best practices. During the interview, share insights or recent developments that could impact clients, showcasing your commitment to continuous learning.
✨Highlight Your Ethical Approach
This role requires a strong ethical foundation. Be ready to discuss how you ensure compliance with FCA standards and how you prioritise your clients' best interests in your financial advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management strategies. Think of examples where you've tailored financial plans to meet specific client goals and objectives.
