At a Glance
- Tasks: Deliver financial advice via video calls and manage your own caseload flexibly.
- Company: Branor, a digital platform making financial advice accessible to everyone.
- Benefits: Fully remote work, flexible hours, and no admin hassle.
- Other info: Perfect for advisers seeking additional cases without the usual overhead.
- Why this job: Join a small team and shape the future of financial advice.
- Qualifications: Level 4 Diploma in Financial Planning and FCA registration required.
The predicted salary is between 36000 - 60000 £ per year.
About Branor
Branor is a digital financial advice platform that connects qualified, independent financial advisers with clients through video calls. We handle the entire client journey before and after the advice itself, including acquisition, digital fact-finding, document collection, case preparation, and scheduling, so that advisers can focus entirely on delivering advice. Clients pay a fixed fee rather than a percentage of their savings, and the first consultation is always free. We built Branor because millions of people in the UK want financial advice but have been priced out by traditional models or put off by the process. We believe qualified advice should be accessible to everyone, not just those with six-figure portfolios.
The Role
- Freelance, fully remote, and entirely flexible. You choose your hours and caseload.
- Deliver financial advice to clients via video call.
- Receive a complete case pack for each client including fact-find responses, uploaded documents, and background information.
- All client acquisition, onboarding, scheduling, admin, and follow-up is handled by Branor.
- No exclusivity. Works comfortably alongside an existing practice or book of clients.
- No lead chasing, no cold clients, no paperwork.
Who This Is For
- Solo practitioners looking for additional cases without the acquisition work.
- Advisers at smaller firms looking for a new digital channel.
- Semi-retired advisers who want to keep advising without the overhead of running a practice.
- Career changers coming out of restricted advice roles who want to build an independent caseload.
Requirements
- Level 4 Diploma in Financial Planning (minimum).
- Current Statement of Professional Standing.
- FCA registered (directly authorised, appointed representative, or through a network).
- Experience advising on pensions, ISAs, or tax planning.
- Comfortable delivering advice over video call.
Why Join as a Founding Adviser
This is not a bulk recruitment exercise. We are onboarding a small, carefully selected group of advisers who will have genuine input into how the platform develops, what the adviser experience looks like, and how we grow.
Independent Financial Adviser (IFA) employer: Financial Planning Firm
Branor is an exceptional employer for Independent Financial Advisers, offering a fully remote and flexible work environment that empowers you to choose your hours and caseload. With a focus on accessibility, Branor handles all client acquisition and administrative tasks, allowing you to concentrate solely on delivering high-quality financial advice. As a founding adviser, you'll have the unique opportunity to shape the platform's development and contribute to a mission that makes financial guidance available to everyone, not just the affluent.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser (IFA)
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We think you need these skills to ace Independent Financial Adviser (IFA)
Some tips for your application 🫡
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