Self-Employed Financial Advisor – High Commission Rates

About the role

We are a rapidly expanding wealth management firm seeking self‑employed financial advisors to convert over 2,000 existing clients who are not currently receiving ongoing services into active relationships.

Key responsibilities

• Manage and grow the existing client base by providing ongoing financial advice.
• Convert non‑serviced individuals into regular, fee‑paying clients.

Required profile

• Level 4 Diploma in Financial Planning (or equivalent) with ambition to achieve Chartered Financial Planner status.
• Hold a Competent Adviser Status (CAS) and possess a proven track record of income generation.
• Strong analytical and sales capabilities, with comprehensive knowledge of financial products, markets and regulations.

Required skills

• Financial planning expertise.
• Competent Adviser Status (CAS).
• In‑depth knowledge of financial products, markets and regulatory environment.

What we offer

• Highly competitive, performance‑based commission splits.
• Access to a large list of unserved clients for business conversion.
• Full administrative, paraplanning support and coverage of PII and FCA fees.
• Freedom to work from any location.