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- Tasks: Deliver high-quality financial advice without sales pressure.
- Company: Established independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, bonuses, remote work, and full admin support.
- Why this job: Focus on meaningful client relationships and enjoy a clear career path.
- Qualifications: Diploma in Financial Planning and 3 years of experience required.
- Other info: Inherit an active client bank and enjoy long-term growth opportunities.
The predicted salary is between 65000 - 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 client bank spread across Southeast London and Kent, with full admin and paraplanning support.
What's on offer:
- A Robust and Stable Employer - Join a well-established company with the resources to support your career
- Remote working - Mix home-based flexibility with client revue meetings in your clients homes
- Full and friendly office support (paraplanning and administration support)
- Established client bank - Inherit a high-quality portfolio of engaged clients throughout the Southeast London and Kent region.
- 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 £60,000, with a realistic first-year OTE of £90,000-£100,000+
- Bonuses linked to client retention and quality of service, not product sales
- 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 within commutable distance of Southeast London and Kent with flexibility to travel across the region for client meetings
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, £65,000 + Bonuses (£100k OTE year one), Home working, Tunbridge Wells in Royal Tunbridge Wells employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser, £65,000 + Bonuses (£100k OTE year one), Home working, Tunbridge Wells in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and be ready to discuss how your experience aligns with their values and client-centric approach. Practise common interview questions and think about how you can showcase your relationship-driven style.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, applying directly gives you a better chance of standing out and getting noticed by the hiring team.
We think you need these skills to ace Independent Financial Adviser, £65,000 + Bonuses (£100k OTE year one), Home working, Tunbridge Wells in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your Diploma in Regulated Financial Planning and any relevant experience in delivering regulated advice. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your client-centric approach aligns with our values. We love seeing genuine enthusiasm for the role, so let your personality come through!
Showcase Your Client Relationships: Since this role focuses on meaningful client relationships, share examples of how you've built and maintained strong connections with clients in the past. We’re all about trust and long-term partnerships, so let us know how you’ve excelled in this area.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
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 delivering trusted advice, so demonstrating your client-centric mindset will resonate well with the interviewers.
✨Understand the Company Culture
Research the firm’s values and mission. Since they focus on ethics and independence, be ready to discuss how your personal values align with theirs. This will help you stand out as a candidate who fits well within their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about their approach to client retention and how they support advisers in achieving Chartered status. This shows your genuine interest and helps you assess if it’s the right fit for you.