Remote Self-Employed Financial Adviser (UK)

Prestige IFA Jobs; Manchester; Remote; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Remote working

Job summary

Prestige IFA Jobs is seeking an experienced self-employed Financial Adviser to join a UK firm with its own FCA permissions. You would manage your own book, operate on a remote basis (UK wide) with Manchester/London offices, and use the firm’s platform and governance while keeping your existing ongoing fee structure.

The role emphasizes relationship and judgement, with a transparent commercial model and a first-right option for the firm to buy your book.

Qualifications

• Level 4 Diploma is required as a minimum.
• Chartered, STEP or an equivalent specialist qualification is a strong positive.
• Current Statement of Professional Standing should be held.

Responsibilities

• Look after a planning-led book you have built yourself, including pensions, investments, tax and estate planning.
• Run ongoing advice on your current fee basis.
• Maintain reviews, recommendations and file notes to the firm’s documentation standard.
• Stay with the client; specialist depth to avoid referrals.

Education

Level 4 Diploma

Chartered or STEP or equivalent specialist qualification

Statement of Professional Standing

Job description

Prestige IFA Jobs is seeking an experienced self-employed Financial Adviser to join a UK firm with its own FCA permissions. You would manage your own book, operate on a remote basis (UK wide) with Manchester/London offices, and use the firm’s platform and governance while keeping your existing ongoing fee structure.

The role emphasizes relationship and judgement, with a transparent commercial model and a first-right option for the firm to buy your book.