Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a client bank generating £400k in revenue and provide tailored financial advice.
- Company: Join a reputable wealth management firm with a strong focus on holistic advisory services.
- Benefits: Enjoy a competitive salary up to £90k, bonuses, and flexible hybrid working options.
- Why this job: This role offers significant earning potential and the chance to build lasting client relationships.
- Qualifications: 5+ years of advising experience; chartered or working towards it; strong interpersonal skills required.
- Other info: Opportunity to take over a retiring adviser's client base over three years.
The predicted salary is between 54000 - 126000 £ per year.
We are excited to offer a new opportunity for a skilled and motivated Independent Financial Adviser to join a well-established wealth management firm, with offices in North Kent. This role involves managing an existing book of clients generating £400k in recurring revenue, with the opportunity to take over a retiring adviser’s client bank over the next three years.
The client base includes high-net-worth (HNW) individuals, such as families, retirees, City professionals, and even some elite sports figures, all with investable assets ranging from £300k to £10m.
The ideal candidate will have at least 5 years of solid advising experience and be either chartered or working towards it. You will need the gravitas and interpersonal skills to work effectively with HNW clients, offering a tailored, top-tier service. While there is no requirement to bring a client base with you, if you have clients that align with the firm’s investment proposition, this would be welcome.
The role offers significant flexibility, including hybrid working (only coming into the office once or twice a week) and the autonomy to manage your own affairs. Clients are spread across Kent, Sussex, Surrey, and London, so the ability to manage relationships across these regions is essential.
This is a fantastic opportunity for an adviser who can deliver high-quality financial advice and manage relationships with long-standing clients. The firm prides itself on its holistic advisory services and generates new business purely through referrals and recommendations.
This is a great opportunity for an ambitious Financial Planner to step into a trusted role with significant earning potential and a supportive, reputable firm. If you’re an adviser who values building strong client relationships and has a passion for delivering exceptional service, we’d love to hear from you.
Senior Financial Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth individuals. Research common financial concerns they face and be prepared to discuss how you can address these in your conversations with recruiters or during interviews.
✨Tip Number 3
Demonstrate your understanding of the firm's investment proposition by preparing tailored questions or suggestions that align with their approach. This shows your genuine interest in the role and your proactive attitude towards client management.
✨Tip Number 4
Highlight your interpersonal skills and ability to build long-term relationships during any discussions. Share specific examples from your past experiences where you've successfully managed client relationships, particularly with high-net-worth individuals.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advising, especially any work with high-net-worth clients. Emphasise your skills in managing client relationships and delivering tailored financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build strong client relationships. Mention specific examples of how you've successfully managed client portfolios or provided exceptional service.
Highlight Relevant Qualifications: Clearly state your qualifications, such as being chartered or working towards it. If you have any additional certifications or training that are relevant to wealth management, be sure to include those as well.
Showcase Your Interpersonal Skills: In your application, demonstrate your interpersonal skills and gravitas. Use examples from your past experiences where you effectively communicated with clients, particularly in high-pressure situations or with HNW individuals.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your relevant experience, especially your years in advising and any qualifications like chartered status. Be prepared to discuss specific cases where you've successfully managed high-net-worth clients.
✨Demonstrate Interpersonal Skills
Since the role involves working with HNW individuals, it's crucial to exhibit strong interpersonal skills during the interview. Practice how you would build rapport and trust with clients, as this is key to delivering exceptional service.
✨Understand the Firm's Values
Research Financial Divisions and understand their holistic advisory approach. Be ready to discuss how your values align with theirs and how you can contribute to their reputation for quality service.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Think of examples from your past experiences where you navigated complex financial situations or client relationships.
