Aquarius Financial Associates Limited is a boutique firm specialising in independent financial services, dedicated to delivering tailored financial solutions to meet diverse client needs. Our small, focused team prides itself on fostering strong client relationships and providing expert advice that supports long term financial wellbeing. We emphasise personalised service and maintain a commitment to integrity, professionalism, and continuous development within the constantly evolving financial landscape.
Working with us means engaging in a dynamic environment where client centric values and industry expertise drive all our initiatives. Relevant Financial Services Qualifications are essential Level 4 Diploma in Regulated Financial Planning (DipFA, DipPFS, or equivalent) Certificate in Mortgage Advice and Practice (CeMAP®) Previous experience operating on an independent or self-employed basis is required, with a track record providing regulated financial advice to clients managing end-to-end advice processes.
Providing financial solutions appropriate to client requirements We are a growing, fully independent financial advisory firm allowing you to focus on your client management, leaving the administrative burden to us and being part of an experienced team at a friendly AR Firm with a fully transparent income structure. A competitive commission split structure with uncapped earning potential, full support including compliance oversight, administration and low cost paraplanning offering.
You will have a remote working setup provided by us, giving you everything you need to operate your client bank from anywhere in the UK, giving you full flexibility over your working hours and life balance.
Contact Details:
Aquarius Financial Associates Limited Recruitment Team