Remote Self-Employed Financial Advisor - Grow Your Practice

Premier Jobs UK Limited; Harrow; On-site; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Full paraplanning support

Remote working with Harrow office (as/

CRM systems provided

Marketing support and referrals

Job summary

Premier Jobs UK Limited is seeking a Self-Employed Financial Advisor who can operate remotely while retaining control of their client relationships. You will benefit from full paraplanning and administrative support, with marketing assistance and potential client referrals to help expand your practice.

The role requires you to bring an established client bank and work autonomously, leveraging the company’s back-office resources to focus on advisory excellence.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (Essential).
• Proven experience as a Financial Advisor with an established client bank.
• Strong technical knowledge across holistic financial planning.
• Self-employed advisory experience (Desirable).
• Chartered Financial Planner status or working towards (Desirable).

Responsibilities

• Advise clients and grow your practice with autonomy.
• Leverage back-office support and paraplanning to focus on advising.
• Utilise marketing support and referrals to expand client base.
• Manage client relationships and compliance in a self-employed setup.
• Operate remotely with optional office access in Harrow.

Skills

Client relationship management

Holistic financial planning

Autonomy / self-employment

Education

Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner status (desirable)

Tools

CRM systems

Job description

Premier Jobs UK Limited is seeking a Self-Employed Financial Advisor who can operate remotely while retaining control of their client relationships. You will benefit from full paraplanning and administrative support, with marketing assistance and potential client referrals to help expand your practice.

The role requires you to bring an established client bank and work autonomously, leveraging the company’s back-office resources to focus on advisory excellence.