Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients manage their finances and provide tailored advice.
- Company: Join a leading independent financial firm in London.
- Benefits: Enjoy flexible working, admin support, and potential equity stake.
- Why this job: Gain full client ownership and build your own brand with strong support.
- Qualifications: Experience as a Financial Planner is essential.
- Other info: Transition financial assistance and practice buyout options available.
The predicted salary is between 43200 - 72000 £ per year.
Self-Employed Financial Planner in London.
- Full client ownership
- Splits from 70:30 up to 85:15
- Paraplanning & admin support provided as standard
- Optional equity stake
- Financial assistance for transition if required
- Practice buyout at retirement
- Trade as AR or RI your own brand or ours
- Optional CIP (actives & passives)
We are an independent firm offering experienced Financial Planners the opportunity to grow their business.
Independent Financial Adviser employer: Portman Financial People
Contact Detail:
Portman Financial People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with other financial professionals in London. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Showcase your expertise on social media platforms like LinkedIn. Share insights, articles, and tips related to financial planning to establish yourself as a knowledgeable professional in the field. This can attract attention from both clients and employers.
✨Tip Number 3
Consider joining relevant professional associations or groups. Being part of these organisations can provide access to exclusive job listings, resources, and networking opportunities that can help you stand out as a candidate.
✨Tip Number 4
Prepare for interviews by researching the company’s values and culture. Understand their approach to client relationships and financial planning. Tailoring your responses to align with their philosophy can demonstrate your fit for the role.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities and expectations of an Independent Financial Adviser. Highlight your relevant experience and how it aligns with the job description.
Tailor Your CV: Customise your CV to reflect your financial planning expertise. Emphasise your client management skills, any relevant qualifications, and your ability to work independently.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention why you are interested in this specific role and how you can contribute to the firm's success.
Highlight Your Client Ownership Experience: Since the role offers full client ownership, detail your previous experiences managing client relationships. Provide examples of how you've successfully built and maintained client trust.
How to prepare for a job interview at Portman Financial People
✨Showcase Your Financial Expertise
As an Independent Financial Adviser, it's crucial to demonstrate your knowledge of financial products and market trends. Be prepared to discuss your experience with various investment strategies and how you've helped clients achieve their financial goals.
✨Highlight Client Relationship Skills
Since this role involves full client ownership, emphasise your ability to build and maintain strong relationships. Share examples of how you've successfully managed client expectations and provided tailored financial advice.
✨Discuss Your Business Acumen
This position offers the opportunity to trade under your own brand or theirs. Be ready to talk about your understanding of running a financial practice, including marketing strategies and client acquisition techniques that have worked for you in the past.
✨Prepare Questions About Support and Growth
Inquire about the paraplanning and admin support provided, as well as opportunities for professional development. This shows your interest in not just the role but also in how you can grow within the company and enhance your service offerings.
