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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.
