Independent Financial Adviser

Ortus PSR Ltd.; Sevenoaks; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking an Independent Financial Adviser (Self-Employed) to provide holistic financial advice with full support. The role offers autonomy, a transparent revenue share model, and the freedom to recommend what’s best for clients. Ideal candidates will have a Level 4 Diploma in Financial Planning and experience in client relationship building. This opportunity allows for uncapped earnings with a fully tech-enabled infrastructure.

Benefits

Whole-of-market proposition

Full paraplanning support

Client ownership for sourced clients

Tech-enabled infrastructure

Uncapped earnings

Qualifications

• Minimum Level 4 Diploma in Financial Planning required.
• Strong client relationship skills essential.
• Experience in business development preferred.

Responsibilities

• Provide comprehensive financial advice across various areas.
• Build and maintain strong client relationships.
• Conduct assessments and reviews for clients.
• Utilize the firm's tech support for client servicing.
• Ensure compliance with FCA guidelines.

Skills

Client-facing skills

Relationship-building skills

Business development

Self-driven

Ethical mindset

Education

Level 4 Diploma in Financial Planning

Job description

Independent Financial Adviser (Self-Employed | Whole of Market | Client Ownership)

Are you a confident, self-motivated Financial Adviser seeking autonomy and flexibility, without sacrificing professional support or client service standards?

Join a well-established wealth management firm offering whole-of-market access, full paraplanning and admin support, and a genuine partnership model that puts your business goals and your clients at the heart of everything.

This is the perfect platform for advisers who want to own their clients, enjoy uncapped earning potential, and build their brand within a respected directly auhtorised firm

• Location: UK-wide (fully remote or hybrid options available)

• Work Type: Self-employed,

Compensation Structure

We offer a transparent and competitive revenue share model tailored to how you generate your business:

• 60/40 Split – On clients you bring (you retain 60%, and you own the client)

• 40/60 Split – On clients introduced or bought by the firm (firm retains 60%, and owns the client)

• 50/50 Split – On internal referrals from the firm’s professional network (firm owns the client)

No pressure. No restrictive ties. Just fair value for your contribution.

Responsibilities

• Provide holistic financial advice across pensions, investments, protection, tax planning, and more

• Build and maintain strong client relationships based on trust and long-term value

• Conduct full fact-finds, suitability assessments, and client reviews

• Use the firm’s tech stack and support team to streamline your client servicing

• Stay compliant with FCA guidelines and internal governance procedures

Requirements

• Level 4 Diploma in Financial Planning (minimum)

• Strong client-facing and relationship-building skills

• Comfortable with business development and prospecting (for self-sourced clients)

• Whole-of-market or IFA experience preferred

• Self-driven, ethical, and client-focused mindset

Benefits

• Whole-of-market proposition – freedom to recommend what's best for your clients

• Full paraplanning and administrative support – focus on advice, not paperwork

• Client ownership – for clients you source

• Tech-enabled infrastructure – fully remote-capable

• Uncapped earnings – aligned with your effort and success