At a Glance
- Tasks: Build your own financial advisory business with full support from a leading network.
- Company: Join 2plan Wealth Management, the UK's largest independent advisory firm.
- Benefits: Enjoy flexibility, competitive earnings, and comprehensive training and marketing support.
- Other info: Collaborative culture focused on adviser success and growth opportunities.
- Why this job: Gain independence while being backed by a powerful national brand.
- 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.
- Option 2: Join as a Registered Individual (RI) - 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.
- 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.
- ✔ 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 to start the conversation.
Independent Financial Adviser – Join 2plan wealth management (RI or AR) in London employer: 2plan wealth management Ltd
At 2plan Wealth Management, we pride ourselves on being an exceptional employer that empowers Independent Financial Advisers with the freedom to shape their own business while benefiting from the robust support of the UK's largest independent advisory firm. Our collaborative culture fosters growth through comprehensive training, cutting-edge technology, and dedicated compliance assistance, ensuring you can focus on delivering outstanding client service in a secure and innovative environment.
Contact Details:
2plan wealth management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser – Join 2plan wealth management (RI or AR) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 2plan wealth management Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Adviser – Join 2plan wealth management (RI or AR) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 2plan wealth management Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 2plan wealth management Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 2plan wealth management Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 2plan wealth management Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 2plan wealth management Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 2plan wealth management Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
