Self-Employed Financial Advisor

Amber Employment Services; Woking; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Full administration support

Dedicated paraplanning support

Lead generation assistance

Marketing

Operational support

Proven advice processes and modern/ up

Job summary

Amber Employment Services is recruiting an experienced Financial Adviser for a well-established wealth management Partner Practice in the UK. You will focus on delivering holistic financial advice across investments, retirement and protection, with access to extensive back-office support and modern technology.

You will manage an existing client bank, identify new business within relationships, and build your own portfolio while collaborating with a dedicated paraplanning and support team.

Qualifications

• Proven experience as a Financial Adviser.
• Level 4 Diploma qualified (or equivalent).
• Strong relationship-building and client management skills.
• A proactive approach to business development.
• Bonus for experience with SJP partner practices.

Responsibilities

• Managing and developing relationships with an existing client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

Skills

Relationship management

Business development

Client advisory

Proactive mindset

Education

Level 4 Diploma (Financial Planning)

Tools

Back-office systems

CRM software

Job description

A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing Partner Practice.

Our client is a successful and expanding wealth management practice experienced in providing tailored advice across, investment, retirement and protection planning as well as mortgages and intergenerational wealth management.

With a strong reputation for delivering high-quality client outcomes, the business offers advisers the infrastructure, support, and autonomy needed to thrive in a client-focused environment.

The Opportunity

This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing relationships, while benefiting from comprehensive back-office support.

You will be responsible for:

• Managing and developing relationships with an existing client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

What's on Offer

You will benefit from:

• Full administration support
• Dedicated paraplanning support
• Lead generation assistance
• Marketing
• Operational support
• Proven advice processes and modern technology
• Ongoing training and development

This support structure ensures client cases are handled efficiently, allowing you to spend more time delivering advice and building meaningful client relationships, without the burden of excessive administration.

About You

To be considered for this opportunity, you will ideally have:

• Proven experience as a Financial Adviser
• Level 4 Diploma qualified (or equivalent)
• Strong relationship-building and client management skills
• A proactive approach to business development
• The ambition to grow within a progressive and supportive environment
• If you already work for a partner practice of SJP this would be a bonus

This is an excellent opportunity for an adviser looking to join a growing practice where they can accelerate their career and focus on what they do best delivering exceptional advice to clients.