Self-Employed Financial Advisor – London (Remote)

About the role

We are looking for an ambitious, self‑employed Financial Advisor to join a forward‑thinking wealth management firm. You will have the freedom to build and manage your own client bank while benefiting from a robust support infrastructure.

Key responsibilities

• Develop and maintain relationships with existing and prospective clients.
• Deliver regulated financial advice in line with UK standards.
• Leverage the firm’s marketing, warm leads and introducer networks to generate new business.
• Collaborate with dedicated paraplanning and administrative teams to prepare client recommendations.
• Utilise discretionary investment solutions to meet bespoke client needs.

Required profile

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Current CAS status or ability to regain it quickly.
• Proven experience providing regulated financial advice in the UK market.
• Track record of generating new business or expanding a client bank (desirable).
• Familiarity with modern CRM or financial planning systems (desirable).

Required skills

• CRM usage for client relationship management.
• Financial planning software proficiency.

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 for meetings.
• Exit strategy with competitive buy‑out terms.
• Opportunity to retain ownership of self‑generated client books.