Financial Advisor - Near Sevenoaks (Hybrid - 1 day WFH) - Up to £60K plus...

ZipRecruiter; Sevenoaks; On-site; GBP 60,000 - 70,000; Full time

Job summary

An established industry player seeks a strategic Financial Advisor to step into a leadership role. This unique opportunity allows you to shape operational processes while still being involved in financial planning. You will lead a high-performing team, improve internal systems, and gain potential equity in the business. With a competitive salary and excellent benefits, this role is perfect for those ready to make a significant impact in a community-focused firm. If you are passionate about financial advice and operational excellence, this position is your next big career move.

Benefits

Discretionary Bonus

Profit-Sharing

Study Support

Equity Stake

Qualifications

• Experience as a Financial Advisor or deep knowledge of IFA operations.
• Proven leadership skills and ability to manage a team.

Responsibilities

• Lead back office operations and support structure for the practice.
• Manage a team of administrators to enhance client outcomes.

Skills

Financial Planning

Leadership

Operational Management

Process Improvement

Education

Level 4 Diploma in Financial Advice

Tools

Intelligent Office

Aviva Platform

Job description

Job Description

Unique Opportunity for a Financial Advisor Seeking a Strategic Role

Plus: Equity Stake + Excellent Benefits Package

Are you an experienced Financial Advisor looking to step away from client-facing duties and play a bigger role in shaping the operational heartbeat of a growing firm? This rare opportunity offers a chance to join a respected, community-focused Chartered advice business in a senior leadership capacity—while still staying close to the world of financial planning.

Our client, a long-established and highly regarded advice firm based near Sevenoaks, is creating a brand-new position for a strategic, experienced professional to lead the back office and support structure of the practice. Whether you're a Financial Advisor ready for a career pivot or an accomplished administrator with deep knowledge of IFA operations, this role could be your next big move.

Why you should apply;

• Financial Advisors who are ready to transition into a leadership and operational role will thrive here—bringing their experience to improve internal systems, support Advisers, and shape the client journey.
• Work closely with one of the industry's most respected Chartered Financial Advisors, who has built long-standing client relationships over the past decade.
• Lead and manage a small, high-performing team of administrators while supporting four experienced Financial Advisors, ensuring they’re able to focus purely on delivering quality client outcomes.
• Bring your insight as a Financial Advisor to help refine processes, challenge inefficiencies, and implement smarter ways of working across the firm.
• Gain real ownership in the business—this role comes with the potential for an equity stake, offering long-term financial rewards in addition to a competitive salary.

What’s On Offer:

• Up to £60,000 basic salary depending on experience
• Discretionary bonus and profit-sharing through equity
• Study support (if desired) toward the Level 4 Diploma
• Use of top-tier tools including Intelligent Office and Aviva Platform
• A secure, fulfilling role at a firm deeply embedded in its local community

Whether you’re a career administrator or a former Financial Advisor ready to step behind the scenes, this role offers the chance to shape a respected business from the inside—while still playing a key part in the advice process.

?? Interested? Contact Laura at Financial Divisions for more details and to apply.