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- Tasks: Provide tailored financial advice and manage long-term client relationships.
- Company: Join a respected financial planning firm in Greater London with a strong reputation.
- Benefits: Enjoy a hybrid work model, competitive salary, and structured bonus scheme.
- Why this job: Be part of a supportive team focused on client satisfaction and long-term success.
- Qualifications: Diploma-qualified with at least 12 months experience in financial advising.
- Other info: Full paraplanning support allows you to focus on building client relationships.
The predicted salary is between 54000 - 126000 £ per year.
Working Pattern: Hybrid (3 days in-office, 2 days remote)
Contract: Full-time, permanent
My client, a well-established and respected financial planning firm based in Greater London, is seeking an experienced Independent Financial Adviser to join their team in a farmer-style role. This is a unique opportunity for a client-focused individual who excels at nurturing and managing long-term relationships with existing clients.
In this role, you will be responsible for providing ongoing, tailored financial advice across a wide range of products, including investments, pensions, protection, and tax planning. You will build upon your existing client base, ensuring their financial goals are met and consistently delivering value while deepening client relationships.
What we're looking for:
- Diploma-qualified (Level 4 minimum) with strong knowledge of financial planning regulations and compliance
- At least 12 months of experience in a financial adviser role with a focus on maintaining and growing existing relationships
- Strong interpersonal and relationship-building skills with a client-first approach
- Proven track record of providing ongoing financial advice and nurturing long-term client portfolios
- Excellent communication skills, with the ability to clearly explain complex financial matters to clients
What’s on offer:
- Basic salary up to £90,000, dependent on experience
- Hybrid working pattern for better work-life balance
- Full paraplanning and administrative support to help you focus on client relationships
- Structured bonus scheme based on client retention and satisfaction
- Supportive, collaborative team environment that prioritises long-term success
This role is ideal for a dedicated, relationship-driven adviser who thrives on maintaining and growing existing client portfolios. If you are passionate about providing high-quality, ongoing advice and building meaningful client relationships, we would love to hear from you.
Apply today in confidence to Jo at Financial Divisions.
Independent Financial Adviser - Nr Bromley - Up to £90,000 depending on experience employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Nr Bromley - Up to £90,000 depending on experience
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Independent Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Showcase your relationship-building skills by sharing examples of how you've successfully nurtured client relationships in previous roles. Consider preparing a few anecdotes that highlight your client-first approach and the positive outcomes you've achieved.
✨Tip Number 3
Familiarise yourself with the specific financial products mentioned in the job description, such as investments, pensions, and tax planning. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to providing tailored advice.
✨Tip Number 4
Research the company’s values and culture to align your approach during any interviews. Understanding their focus on long-term client relationships will help you articulate how your experience and philosophy match their expectations.
We think you need these skills to ace Independent Financial Adviser - Nr Bromley - Up to £90,000 depending on experience
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your ability to maintain and grow client relationships. Use specific examples that demonstrate your interpersonal skills and client-first approach.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your commitment to nurturing long-term client relationships. Mention your qualifications and how they align with the requirements of the role, particularly your Diploma and experience in financial planning.
Showcase Your Achievements: When detailing your previous roles, include quantifiable achievements such as client retention rates or successful financial strategies you implemented. This will help illustrate your proven track record in providing ongoing financial advice.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is 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 nurturing long-term client relationships, be prepared to discuss specific examples of how you've successfully managed and grown client portfolios in the past. Highlight your interpersonal skills and how they have contributed to client satisfaction.
✨Demonstrate Your Financial Knowledge
Make sure you are well-versed in financial planning regulations and compliance. Be ready to explain complex financial concepts clearly, as this will showcase your ability to communicate effectively with clients who may not have a financial background.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you would handle various client situations. Think about scenarios where you've had to provide tailored advice or resolve conflicts, and be ready to share these experiences.
✨Research the Company Culture
Understanding the company's values and work environment is crucial. Familiarise yourself with their approach to client relationships and team collaboration, as this will help you align your answers with what they prioritise in their advisers.
