Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as an Independent Financial Advisor, converting leads and helping clients achieve their financial goals.
- Company: Be part of an award-winning IFA firm in Crawley, known for client-first values and a supportive work culture.
- Benefits: Enjoy a salary up to £70,000, bonuses, 25 days leave, pension, study support, and hybrid working options.
- Why this job: This role offers growth opportunities, a strong client base, and the chance to make a real impact.
- Qualifications: You need 3-5 years of advisory experience and a Level 4 qualification or higher.
- Other info: Work hybrid with 2 days from home and enjoy free parking!
The predicted salary is between 42000 - 84000 £ per year.
Location: Crawley, West Sussex (2 days per week working from home)
Salary/package: Up to £70,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking
YOUR NEW COMPANY
Our client is an award-winning, boutique IFA firm based in Crawley, West Sussex. Over the past 30 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself in putting the client's interests first whilst ensuring a thriving working environment for its employees.
THE ROLE
The business is currently looking to increase headcount within its Financial Advice team. Currently 8-strong, the company is keen to hire at least one Independent Financial Advisor as the firm continues to grow year-on-year.
Our client requires an experienced Independent Financial Advisor who can convert strong leads into clients and generally develop new business. The geographical area the Independent Financial Advisor would cover would be mainly parts of Surrey and West Sussex. The firm regularly generates strong leads from various marketing initiatives and presentations made to companies across this region and is keen to maximise the opportunity.
Apart from generating new business and converting leads, the Independent Financial Advisor would also be expected to help clients reach their goals through holistic planning and advice. Strong knowledge of Inheritance Tax Planning, Pensions, Investments and Equity Release would be preferred. A pool of clients, as well as leads, will be provided by the firm. The Independent Financial Advisor position allows for hybrid working.
REQUIREMENTS
- At least 3-5 years' experience as an Adviser.
- Level 4 qualification or higher.
- Strong background in developing new business and converting leads.
- Live a commutable distance from Crawley, West Sussex.
REMUNERATION / PACKAGE
- Salary up to £70,000 (depending on experience)
- Annual bonus
- Pension
- 25 days’ annual leave
- Study support
- Income Protection
- Free parking
- Hybrid working (2 days per week WFH)
Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Crawley and West Sussex area. Attend local industry events or join relevant online forums to connect with potential colleagues and clients, which can help you gain insights into the market and increase your visibility.
✨Tip Number 2
Familiarise yourself with the specific services and values of the boutique IFA firm you're applying to. Understanding their approach to client care and how they differentiate themselves from competitors will allow you to tailor your conversations and demonstrate your alignment with their ethos.
✨Tip Number 3
Prepare to discuss your experience in converting leads into clients during interviews. Have specific examples ready that showcase your success in developing new business, as this is a key requirement for the role.
✨Tip Number 4
Stay updated on current trends in financial planning, particularly in areas like Inheritance Tax Planning and Pensions. Being knowledgeable about these topics will not only boost your confidence but also impress potential employers during discussions.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Advisor, focusing on your ability to convert leads and develop new business. Include specific examples of your achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention your relevant qualifications and how they align with the role's requirements, particularly in areas like Inheritance Tax Planning and Pensions.
Highlight Relevant Experience: In your application, emphasise your 3-5 years of experience as an Adviser and any Level 4 qualifications you hold. Be specific about your background in developing new business and converting leads, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial advisory field.
How to prepare for a job interview at Vision-FS Recruitment
✨Showcase Your Experience
Make sure to highlight your 3-5 years of experience as an Independent Financial Advisor. Be prepared to discuss specific examples of how you've successfully converted leads into clients and developed new business.
✨Demonstrate Holistic Planning Skills
Since the role involves helping clients reach their goals through holistic planning, be ready to explain your approach to financial advice. Discuss your knowledge in areas like Inheritance Tax Planning, Pensions, Investments, and Equity Release.
✨Research the Company
Familiarise yourself with the firm's values and their client-first approach. Understanding their reputation as a respected IFA firm will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you, especially regarding their hybrid working model and support for professional development.
