Self‑Employed Financial Advisor – Remote with OTE > £100k

About the role

Join a forward‑thinking wealth management firm as a self‑employed Financial Advisor. You will build and scale your own client bank while benefiting from a robust support infrastructure, marketing activity and warm client referrals.

Key responsibilities

• Develop and maintain client relationships, delivering regulated financial advice in the UK market.
• Generate new business through self‑sourced leads and referrals.
• Utilise the firm’s discretionary investment offering to meet bespoke client needs.
• Collaborate with paraplanning, administration and technical specialists for complex cases.

Required profile

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Existing CAS status or ability to regain it quickly.
• Proven experience providing regulated financial advice in the UK.

Required skills

• Experience with modern CRM or financial planning systems (explicitly mentioned).

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.