At a Glance
- Tasks: Deliver holistic financial advice and manage your own client relationships independently.
- Company: Join a leading international advisory firm with a client-first approach.
- Benefits: Enjoy a lucrative revenue share model and full control over your client relationships.
- Other info: Flexible working hours and a supportive team culture await you.
- Why this job: Work remotely, build long-term value, and make a real impact in clients' lives.
- Qualifications: Level 4 Diploma in Financial Advice and experience as a Financial Adviser required.
The predicted salary is between 60000 - 120000 £ per year.
Independent Financial Adviser (Self-Employed) – UK-Based | Work from Anywhere | International Advisory Firm
A well-established, directly authorised wealth management firm is expanding its adviser network across the UK. With permissions to advise clients in the UK, US, and the Middle East, the firm is known for delivering tailored, independent financial advice to high-net-worth individuals, expats, and families with complex financial needs. The leadership team brings international experience, a strong ethical foundation, and a client-first approach that has driven exceptional client retention and adviser satisfaction. This is a unique opportunity for experienced IFAs who want to operate independently while supported by a premium back-office infrastructure.
- UK-wide – remote or hybrid
- Self-employed | Full-time or part-time flexibility
- No geographic limitations on client acquisition
Revenue Split & Earnings Potential: A transparent and lucrative commission structure rewards success and scale:
- 60% on revenue up to £100,000
- 70% on revenue between £100,000 – £200,000
- 80% on revenue over £200,000
Advisers retain full ownership of their client book, allowing them to build long-term value while earning from day one.
What’s Provided:
- Infrastructure & Support
- Access to paraplanning and administrative support in the splits
- Cutting-edge client-facing portal and secure document vault
- Authorisations for multi-jurisdictional advice (UK, US, Middle East)
Culture & Values:
- Independent, directly authorised, and client-first
- Committed to ethical advice, diversity, and sustainable practices
- No product bias – full access to the entire market
Global Expertise:
- Deep specialisation in international financial planning
- Suitable for advisers working with expats, dual citizens, and cross-border families
Responsibilities:
- Deliver holistic financial advice across pensions, investments, tax, estate planning, and protection
- Build and manage their own client relationships independently
- Utilise modern financial planning tools including cashflow modelling and risk profiling
- Work alongside paraplanners and admin staff to ensure a high-quality client journey
- Maintain compliance with FCA and cross-border regulatory frameworks
Requirements:
- Level 4 Diploma in Financial Advice (e.g., DipPFS or equivalent)
- Experience as a Financial Adviser
- An existing client book or strong client acquisition capability
Benefits:
- Industry-leading revenue share model
- Full control over client relationships and ongoing servicing
- Admin and paraplanning support to maximise adviser time
- Inclusive, progressive, and supportive team culture
Independent Financial Adviser in London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in London
✨Network Like a Pro
Get out there and connect with other professionals in the financial sector. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new clients!
✨Showcase Your Expertise
Create content that highlights your knowledge in financial advising. Whether it’s blog posts, videos, or social media updates, sharing valuable insights can position you as an expert and attract potential clients. Remember, we want to see your personality shine through!
✨Leverage Our Platform
Don’t forget to apply through our website! We’ve got a fantastic infrastructure that supports you in building your client base. Plus, being part of our network means you’ll have access to resources that can help you thrive.
✨Follow Up Like a Boss
After meeting potential clients or contacts, always follow up! A simple email or message can keep you top of mind. It shows you’re proactive and genuinely interested in helping them with their financial needs.
We think you need these skills to ace Independent Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma in Financial Advice, and any relevant client management experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for delivering tailored financial advice and how you align with our client-first approach.
Showcase Your Client Acquisition Skills: Since we value advisers who can build their own client relationships, be sure to include examples of how you've successfully acquired and managed clients in the past. This will show us your potential to thrive in this self-employed role.
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 don’t miss out on any important updates about the process!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax. The firm is looking for someone who can deliver holistic advice, so be prepared to discuss your approach to complex financial needs.
✨Showcase Your Client Relationships
Since you'll be managing your own client relationships, it's crucial to demonstrate your existing client book or your ability to acquire new clients. Share specific examples of how you've built and maintained strong client connections in the past.
✨Understand the Firm's Values
Familiarise yourself with the firm's commitment to ethical advice and client-first approach. Be ready to discuss how your values align with theirs and how you can contribute to their culture of diversity and sustainability.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's support structure, commission model, and tools available for advisers. This shows your genuine interest and helps you assess if this opportunity is right for you.