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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.
- Other info: Great opportunity for growth and independence in your financial career.
- Why this job: Enjoy the freedom to prioritise client relationships without corporate pressures.
- Qualifications: Experience in financial advising and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Overview
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
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
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, and connect with other advisers. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media or write articles to demonstrate your expertise. This will help you stand out when potential clients or firms are looking for someone like you.
✨Leverage LinkedIn
Make sure your LinkedIn profile is up-to-date and reflects your experience as a financial adviser. Connect with industry professionals and engage with their content. You never know who might be looking for someone with your background!
✨Apply Through Our Website
Don’t forget to check out our website for the latest opportunities! Applying directly through us not only shows your interest but also gives you a better chance of landing that dream role with the support of an established firm.
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 that you value client service and have a strong sense of professional integrity.
Tailor Your CV: Don’t just send out the same CV for every application! Tailor it to reflect the skills and experiences that are most relevant to the Financial Adviser role. We love seeing candidates who take the time to connect their background with what we’re looking for.
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 market.
✨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 and navigated challenges independently.
✨Understand Their Values
Research the firm’s commitment to client service and independence. Be ready to explain why these values resonate with you and how you can contribute to maintaining them in your work.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Think about their support systems and how they help advisers succeed.