Self-Employed Financial Advisor

About the role

This is a self‑employed opportunity for an ambitious Financial Advisor to join a forward‑thinking wealth management firm. You will build and scale your own client bank while benefiting from a robust support infrastructure.

Key responsibilities

• Provide regulated financial advice to UK clients in line with FCA standards.
• Develop and maintain long‑term client relationships, delivering bespoke investment solutions.
• Generate new business through warm referrals, marketing activity and introducer networks.
• Utilise the firm’s discretionary offering to meet complex client needs.
• Collaborate with dedicated paraplanning and administrative teams.

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.
• Desirable: track record of generating new business or expanding an existing client bank.
• Desirable: familiarity with modern CRM or financial planning systems.

Required skills

• CRM systems
• Financial planning software

What we offer

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