At a Glance
- Tasks: Manage client relationships and provide expert financial advice on investments and pensions.
- Company: Reputable wealth management firm with a strong client base across the South East.
- Benefits: Flexible remote working, strong earning potential, and ongoing support.
- Other info: Opportunity for significant earnings growth and professional development in a supportive environment.
- Why this job: Inherit an established client bank and build long-term income from day one.
- Qualifications: Level 4 Diploma, CAS status, and at least 2 years' advising experience required.
A highly regarded wealth management firm is looking to appoint an experienced Financial Adviser to join its growing team. This is an excellent opportunity for a Level 4 qualified Adviser with CAS status and at least 2 years' advising experience who wants to inherit an established client bank while building long-term recurring income.
The successful adviser will inherit approximately 200 clients alongside £30m–£40m AUM, providing immediate earning potential and a strong foundation to grow from day one.
- Existing client bank provided
- Strong referral opportunities from existing clients
- Remote / flexible working model
- Clients across Sussex, Surrey, Kent and London
- Long-term recurring income structure
- Genuine six-figure earning potential
- Strong support, infrastructure and paraplanning
This role offers advisers the autonomy to manage their own diary and client relationships, while still benefiting from the backing of an established and well-respected business.
Package & Earnings
- Year 1 OTE: £60,000
- Year 2 OTE: £75,000
- Year 3 OTE: £90,000+
- Many advisers earning £120,000+ within 5 years
The package includes both attractive initial advice fee bonuses and ongoing advice fee earnings, allowing advisers to build both immediate income and a growing recurring revenue stream over time. The bonus structure rewards advisers heavily for developing existing client relationships, generating referrals and writing new business.
What They're Looking For
- Level 4 Diploma qualified
- CAS status essential
- Minimum 2 years' Financial Adviser experience
- Strong relationship-building and client management skills
- Ambitious and commercially minded individual
This is a fantastic opportunity for an adviser looking to join a firm with an excellent reputation, quality clients and a long-term approach to adviser earnings and retention.
Financial Advisor (Investments / Pensions) in Sussex employer: Haydn Fine Recruitment
Join a highly regarded wealth management firm that offers an exceptional work culture and the flexibility of remote working, allowing you to manage your own diary while inheriting an established client bank. With strong support and infrastructure in place, you'll have ample opportunities for professional growth and the potential to earn a genuine six-figure income as you build long-term relationships with clients across the South East.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Investments / Pensions) in Sussex
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Haydn Fine Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Sussex
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Haydn Fine Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Haydn Fine Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Haydn Fine Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Haydn Fine Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Haydn Fine Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Haydn Fine Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
