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For Companies At a Glance
- Tasks: Build your financial advisory business with the support of a leading network.
- Company: Join 2plan Wealth Management, the UK's largest independent advisory firm.
- Benefits: Enjoy flexibility, marketing support, and ongoing training to grow your career.
- Other info: Collaborative culture focused on adviser success and client-first mindset.
- Why this job: Choose your path as an RI or AR and thrive in a supportive environment.
- Qualifications: Level 4 Diploma or working towards it, with strong relationship-building skills.
The predicted salary is between 36000 - 60000 £ per year.
Self-Employed | Choose Your Route | Backed by the UK’s Largest Independent Advisory Firm
Are you an ambitious financial adviser looking for freedom, flexibility, and the backing of a market-leading organisation? At 2plan wealth management, you choose how you want to build your business — as a Registered Individual (RI) or as an Appointed Representative (AR) — and whichever route you choose, you’ll be supported by the UK’s largest independent network.
We provide the technology, compliance, marketing, training, and ongoing support you need to grow safely and profitably… while you stay focused on delivering exceptional client advice.
Why Join 2plan?
- Option 1: Join as an Appointed Representative (AR)
Ideal if you’re running your own firm and want the security and strength of a national network behind you. You’ll benefit from:
- Full regulatory coverage & dedicated onboarding.
- A modular, paperless, compliant advice process.
- Daily commission & fee payments.
- Marketing support, client-facing materials & brand expertise.
- A collaborative community of high-calibre adviser firms.
Perfect for advisers who want to operate within a national firm structure while remaining self‑employed. You’ll receive:
- Access to a central paraplanning team.
- Seamless onboarding & high-level administrative support.
- A complete, future‑proof advice process.
- Virtual Administration Service (VAS) when you need extra hands.
- Adviser websites, branded materials & digital marketing resources.
What We Offer (RI & AR)
- Award‑winning, fully integrated advice technology.
- FCA‑regulated, secure and future‑proof environment.
- Marketing, PR & lead‑generation support.
- Training, coaching & development workshops.
- Dedicated regulatory, technical & compliance teams.
- A culture built on trust, collaboration, and adviser success.
What You Bring
- Level 4 Diploma (or working towards it).
- A client‑first mindset and strong relationship‑building skills.
- Desire to be self‑employed with the backing of a national brand.
Take the Next Step
Whether you join as an RI or AR, you’ll have the tools, support, and confidence to grow your business your way — with the strength of a national powerhouse behind you.
Interested? Send me a message or email colin.blakeman@2plan.com to start the conversation.
Independent Financial Adviser – Join 2plan wealth management (RI or AR) employer: 2plan wealth management Ltd
Contact Detail:
2plan wealth management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser – Join 2plan wealth management (RI or AR)
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local financial adviser groups, and connect with potential clients. The more you network, the more opportunities you'll uncover.
✨Leverage Social Media
Use platforms like LinkedIn to showcase your expertise and connect with other professionals. Share valuable content, engage with your audience, and don’t be shy about reaching out to potential clients directly.
✨Practice Your Pitch
Have a clear and compelling pitch ready for when you meet potential clients or partners. Make sure it highlights your unique value proposition and how you can help them achieve their financial goals.
✨Apply Through Our Website
Don’t forget to check out our website for the latest opportunities at 2plan. Applying directly through us not only shows your interest but also gives you a better chance of landing that dream role!
We think you need these skills to ace Independent Financial Adviser – Join 2plan wealth management (RI or AR)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Independent Financial Adviser role. Highlight your client-first mindset and relationship-building skills, as these are key to success in this position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming an Independent Financial Adviser with 2plan. Mention how the flexibility and support offered by us resonate with your career goals.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma or your progress towards it. This is crucial for us to see that you meet the qualifications we’re looking for in a candidate.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at 2plan wealth management Ltd
✨Know Your Stuff
Make sure you’re well-versed in the financial products and services offered by 2plan Wealth Management. Brush up on your knowledge of regulatory requirements and compliance, as this will show that you’re serious about the role and understand the industry.
✨Showcase Your Client-First Mindset
Prepare examples of how you've successfully built relationships with clients in the past. Highlight your ability to listen to their needs and provide tailored advice. This is crucial for demonstrating that you align with the company’s client-first philosophy.
✨Be Ready to Discuss Your Business Model
Whether you’re applying as an RI or AR, be clear about how you plan to build your business. Have a strategy in mind and be prepared to discuss how you’ll leverage the support and resources provided by 2plan to achieve your goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and the support systems in place. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.