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Salary: £72,000 to £80,000 (negotiable depending on experience and client bank)Hours: Full-time, 35 hours per wee80k
Are you an experienced Independent Financial Adviser looking for a fresh opportunity with flexibility, support, and room to grow?
A well-established and highly regarded financial planning firm based in Tunbridge Wells is seeking a motivated and professional IFA to join its expert team. This is a fantastic opportunity for advisers with an existing client bank who want to hit the ground running, although client redistribution and new enquiry allocation are also available for the right candidate.
You’ll be joining a collaborative environment that provides full paraplanning and administrative support, enabling you to focus on what you do best — delivering tailored advice and building trusted client relationships.
Key Responsibilities
- Deliver holistic financial advice across pensions, investments, protection, and estate planning
- Build and maintain long-term relationships with clients, including managing existing relationships and converting new enquiries
- Develop bespoke financial plans aligned with clients’ personal goals and objectives
- Work closely with paraplanning and admin teams to ensure seamless client service
- Keep up to date with financial markets, regulations, and industry best practice
- Ensure all advice complies with FCA standards and company procedures
Candidate Profile
- Level 4 Diploma in Regulated Financial Planning (or above)
- Proven experience in an IFA or wealth management setting
- Ideally, a transferable client bank
- Excellent communication and relationship-building skills
- Ethical, client-focused approach with high attention to detail
- Self-motivated with a commitment to continuous development
What’s on Offer
- Competitive salary between £72,000 and £80,000 (depending on experience and client base)
- Hybrid working arrangement with flexibility between office and home
- Profit share scheme of up to 20% of basic salary
- Pension contributions of up to 10% depending on benefits selection
- 25 days’ holiday (plus bank holidays), increasing with length of service
- Private medical insurance, death in service, and company sick pay
- Free on-site parking, refreshments, and regular staff events
- Supportive team environment with full paraplanning and admin support
Ready to take the next step in your advice career?Apply today to join a forward-thinking firm where your expertise is recognised, and your success is supported. Please send you cv to Joanna at Financial Divisions.
