An exciting opportunity has arisen for experienced Independent Financial Advisers looking to take the next step in their careers with a well-established, directly authorised wealth management firm.
This opportunity is ideal for advisers who have built a transferable client bank and want the freedom of running their own practice without the burden of managing compliance, regulatory responsibilities, or business infrastructure.
You'll benefit from genuine independence, market-leading technology, comprehensive operational support, and the flexibility to work remotely while continuing to grow your client relationships.
Why Join?
- Fully remote working with complete flexibility.
- Directly authorised wealth management firm.
- Attractive and transparent revenue split.
- Access to a broad range of investment solutions with adviser-led recommendations.
- Dedicated compliance, operational and administrative support.
- AI-enabled technology to streamline client servicing and reduce administration.
- Specialist support for complex financial planning, including trusts, estate planning and international clients.
- Clear succession planning with a structured exit strategy for your client bank.
- Opportunity to build your business within a collaborative and supportive environment.
The Role:
As a Self-Employed Financial Adviser, you will:
- Manage and grow your own client portfolio.
- Deliver holistic financial planning advice across pensions, investments, protection and retirement planning.
- Build long-term client relationships through ongoing advice and servicing.
- Recommend investment solutions tailored to individual client needs.
- Work within a robust compliance framework while retaining adviser autonomy.
- Utilise modern technology and support services to improve efficiency and client experience.
- Collaborate with specialist teams on more complex client requirements where appropriate.
About You:
To be considered for this opportunity, you should have:
- Level 4 Diploma in Financial Planning (minimum).
- A current Statement of Professional Standing (SPS).
- At least five years' experience providing regulated financial advice.
- A transferable client bank, typically between £15 million and £100 million in Assets Under Management (larger portfolios will also be considered).
- An established recurring income from ongoing client relationships.
- Experience providing holistic financial planning rather than transactional advice.
- A strong commitment to delivering exceptional client outcomes.
- Excellent communication, relationship-building and business development skills.
- A clean regulatory and compliance record.
This Opportunity Would Suit
- Independent Financial Advisers seeking greater autonomy.
- Advisers working within networks or appointed representative firms looking for greater flexibility.
- Directly authorised advisers wanting to reduce the regulatory and operational burden of running their own business.
- Advisers working within larger wealth management firms seeking a more personalised and adviser-focused environment.
- Advisers looking for a long-term succession plan for their client bank.
- Specialists in pensions, investments, estate planning, trusts or international financial planning.
This Role May Not Be Suitable If
- Your business is primarily mortgage or protection focused with limited investment or financial planning activity.
- You operate on a predominantly transactional basis without ongoing client servicing.
- You are unwilling to work within an established compliance and governance framework.
- You have an adverse regulatory or complaints history.
What's on Offer:
- Competitive revenue-sharing model.
- Full business, compliance and operational support.
- Access to a broad investment proposition.
- Industry-leading technology and adviser support tools.
- Flexible, fully remote working.
- Long-term career and business growth opportunities.
- Defined succession planning for your client portfolio.
Interested?
If you're an experienced Financial Adviser looking for greater independence, stronger infrastructure, and the opportunity to grow your business within a supportive environment, we'd love to hear from you.
Apply today with your CV for a confidential discussion.
