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Independent Financial Adviser
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
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
Education
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,
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.
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
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
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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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