Self‑Employed Independent Financial Advisor – Flexible Office Support

About the role

Our client, a well‑established IFA firm near Maidstone, is seeking self‑employed Independent Financial Advisors to join their practice. The role is ideal for “go‑getters” who already have a client base and want the freedom of self‑employment combined with the security of office facilities, paraplanning and administrative support.

Key responsibilities

• Provide independent financial advice and planning to existing clients.
• Develop new client relationships and grow a personal book of business.
• Prepare and review financial plans with the support of a dedicated paraplanning team.
• Maintain compliance with FCA regulations and internal policies.
• Collaborate with the firm’s admin staff for efficient client service.

Required profile

• Self‑employed or willing to operate as an independent contractor.
• Existing client portfolio or a clear strategy to acquire clients.
• Motivated “go‑getter” attitude with a desire to succeed.
• Recently qualified advisers with a viable business plan are also welcome.

Required skills

• Financial planning

What we offer

• Access to a fully equipped office without monthly fees.
• Paraplanning and administrative support on demand.
• Guidance from a senior IFA and free marketing assistance.
• Opportunity to work remotely while still having a professional base.