Independent Financial Adviser (self-employed)

JR United Kingdom; Hereford; Remote; GBP 30,000 - 70,000; Full time

Job summary

A leading financial advice firm is seeking self-employed Independent Financial Advisers to join their team in Hereford. This role offers flexibility with remote working options and the opportunity to work within a client-focused environment. Ideal candidates should possess relevant qualifications and a client bank, with support for career growth and independence.

Benefits

Flexible working models

Ownership of client relationships

Study support for Chartered status

Paraplanning and compliance assistance

IT support and operational systems access

Qualifications

• Minimum 3 years’ experience in a financial adviser role preferred.
• Must have own client bank.
• Diploma-qualified (DipPFS or DipFA) required.

Responsibilities

• Provide independent financial advice to clients.
• Build and maintain strong client relationships.
• Utilize technology for efficient service delivery.

Skills

Client management

Financial advisory

Relationship building

Education

Diploma in Financial Planning (DipPFS or DipFA)

Statement of Professional Standing (SPS)

Job description

Social network you want to login/join with:

Independent Financial Adviser (self-employed), Hereford

Client:

Location:

Hereford, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

23.05.2025

Expiry Date:

07.07.2025

Job Description:

Self-Employed Financial Adviser

Location: Remote, with access to office facilities in Hereford

* INDIVIDUALS WITHOUT A CLIENT BANK OR A RELEVANT FCA APPROVED QUALIFICATION (DipPFS / DipFA) TO PROVIDE FINANCIAL ADVICE NEED NOT APPLY

We are seeking self-employed financial advisers to join our team. This opportunity is suited to established advisers as well as advisers earlier in their self-employed journey. The ideal individual will be seeking a firm that shares their professional values and is now looking to align with a more client-focused business.

Principle Financial Planning Limited is a directly authorised independent financial advice firm that places high value on meaningful client relationships. While we utilise technology to support efficiency, we firmly believe that face-to-face contact remains essential to delivering high-quality, personalised advice.

We are currently seeking self-motivated Independent Financial Advisers who are looking to further their careers and secure a strong future for their client relationships whilst obtaining commercially attractive terms.

This is a remote role, with optional use of our Hereford office. We would therefore be interested in speaking with individuals regardless of their location or proximity to Hereford.

Key Requirements

• Diploma-qualified (DipPFS or DipFA)
• Own client bank
• Valid Statement of Professional Standing (SPS)
• A minimum of 3 years’ experience in a financial adviser role is preferred
• Consideration will also be given to advisers with less than 3 years’ experience, where they have developed their own client bank and previously worked in a technical capacity

What We Offer

• Flexible and commercially attractive models tailored to the needs of self-employed advisers, offering models suitable to both those with established client banks and those earlier on in their self-employed career
• Full ownership and control of your client relationships
• Remote working as standard, with optional use of our Hereford office
• Fully Independent – we are not tied to a network or consolidator
• A collaborative, professional environment that puts the adviser-client relationship first
• Study support for those working towards Chartered status
• Paraplanning and compliance assistance
• IT support and access to core operational systems
• Support for business growth, if desired

If you are looking to join a business that values integrity, independence, and a client-first approach, we welcome your enquiry.

To arrange an initial, confidential chat, please contact us via LinkedIn or email at [emailprotected] to express your interest.