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For Companies At a Glance
- Tasks: Provide independent financial advice on investments, pensions, and mortgages.
- Company: Join a supportive, non-PE backed financial planning firm focused on client service.
- Benefits: Flexible self-employment model with fair fee splits and full market access.
- Why this job: Enjoy the freedom to prioritise client relationships without corporate pressures.
- Qualifications: Experience in financial advising and a passion for client service.
- Other info: Great opportunity for growth and independence in your financial career.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Financial Adviser – Self-Employed (Independent)
Location: South West, Birmingham, Oxfordshire, South Wales, Manchester (flexible – other areas considered)
Are you looking for the freedom of self-employment with the support of an established independent financial planning firm?
Our client provides independent, whole-of-market advice on investments, pensions, insurance, mortgages, and equity release. We’re not backed by private equity which means we prioritise client service and adviser relationships over shareholder returns.
We’re expanding our adviser team and are looking for driven professionals who want to work under a flexible, fair, and transparent self-employed model.
Who this role could suit
- Advisers currently in firms being acquired by consolidators who want to join a non-PE backed, independent business.
- Those seeking a smaller, more personal firm with direct access to decision-makers.
- Early-stage self-employed advisers who may be overlooked by larger firms – we focus on potential, not just the size of your client bank.
- Advisers currently in restricted models (e.g., SJP) wanting to move to independent status and bring their clients with them.
Our offer
- Independent: Full access to the whole market, with no restrictions on product choice.
- Supportive: You’ll have systems, licences, FCA fees, and PI cover all handled for you.
- Fair, tiered fee split:
- £40,000 annual minimum contribution to the firm
- £500/month for licences, FCA, and PI (deducted after fee split)
- Initial business: 50%
- Ongoing business: Tiered from 50% to 65%+ depending on revenue levels
- Example: £250,000 ongoing revenue (no initial business) would see you retain 53.6% after deductions.
- Flexibility to adjust terms for high-performing advisers.
Why join Principle Financial Planning?
- Freedom to focus on client service without unnecessary corporate targets.
- Potential to take over existing clients in your region as the business grows.
- A long-term home for advisers who value independence, fairness, and professional integrity.
Seniority level
- Mid-Senior level
Employment type
- Contract
Job function
- Finance
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Financial Adviser employer: HR Star | B Corp certified
Contact Detail:
HR Star | B Corp certified Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that perfect self-employed role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only highlights your knowledge but also attracts potential clients and employers to you.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for opportunities to come to you. Reach out directly to firms you admire, like Principle Financial Planning, and express your interest in joining their team. A little initiative can go a long way!
✨Tip Number 4
Utilise our website for applications! We’ve got all the resources you need to apply for roles that suit your skills and ambitions. Plus, applying through us means you’ll be part of a supportive community that values independence and client service.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Your Independence: When writing your application, make sure to highlight your self-employed experience and how it aligns with our independent model. We want to see how you value client service and professional integrity, so let that shine through!
Tailor Your CV: Don’t just send a generic CV! Tailor it to reflect the skills and experiences that are relevant to the Financial Adviser role. We’re looking for driven professionals, so showcase your achievements and how they relate to our values.
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and fluff. Make it easy for us to see why you’d be a great fit for our team!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at HR Star | B Corp certified
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and mortgages. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Independence
Since this role is all about self-employment, be prepared to talk about how you manage your own business. Share examples of how you've built client relationships or navigated challenges independently. This will highlight your suitability for a flexible, self-employed model.
✨Understand Their Values
Research the firm’s commitment to client service over shareholder returns. Be ready to discuss how your values align with theirs, particularly around independence and professional integrity. This will demonstrate that you’re a good cultural fit.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. Inquire about their support systems for advisers and how they handle client transitions. This shows your interest in the role and helps you gauge if it’s the right fit for you.
