Self-Employed Financial Advisor (Remote)

About the role

This position is for a self‑employed Financial Advisor who will join a forward‑thinking wealth management firm. You will have the freedom to develop your own client relationships while benefiting from a full support infrastructure, including marketing, paraplanning and administrative assistance.

Key responsibilities

• Generate new business and expand an existing client bank.
• Provide regulated financial advice to UK clients in line with FCA standards.
• Utilise the firm’s discretionary investment platform to meet bespoke client needs.
• Maintain and grow relationships with introducers and referral partners.
• Leverage the firm’s CRM and planning systems to manage client information.

Required profile

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Current CAS status or ability to regain it quickly.
• Proven experience delivering regulated financial advice in the UK market.
• Desire to build a long‑term, recurring income stream.

Required skills

What we offer

• Self‑employed arrangement with OTE often exceeding £100,000.
• Full marketing, paraplanning and administrative support.
• Remote working flexibility with access to regional offices.
• Competitive exit strategy and buy‑out terms.