At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and strategies.
- Company: Leading UK wealth management firm focused on client success and support.
- Benefits: Remote work flexibility, competitive salary, and ongoing professional development.
- Other info: Dynamic environment with opportunities for growth and a supportive community.
- Why this job: Join a progressive firm that values trust and transparency in financial planning.
- Qualifications: Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 40000 - 42500 £ per year.
Shape Your Future in Financial Planning – Join a firm offering remote or hybrid working.
Are you a driven, client-focused Independent Financial Adviser seeking more flexibility, genuine support, and a brand that puts people before products? A leading UK-wide wealth management firm is expanding and looking for like-minded financial advisers to join their growing community. This is your chance to be part of a progressive, planning-led firm built on trust, transparency, and long-term client success.
Salary up to £80,000 (OTE £100,000), Earnings Year 3 should be circa £140,000.
You will be provided with a portfolio of HNW clients to validate your salary with a goal of increasing income through new business activity.
What’s on Offer?
- Remote-first flexibility – work from home with access to regional office hubs when preferred
- Client-centric ethos – no product push, just high-quality, tailored advice
- Comprehensive support – from in-house paraplanning and admin to business development and marketing
- Digital-first infrastructure – including XPlan and virtual meeting tools
- Choice of employed or self-employed model
- Ongoing CPD and professional development in a collaborative, learning-led environment
Your Role as an Independent Financial Adviser:
- Meet clients virtually or in-person to understand their financial objectives and life goals
- Deliver clear, actionable financial strategies across pensions, investments, protection, and more
- Keep clients informed of changes to legislation, new solutions, and relevant updates
- Generate new business via referrals, introducers, and supported lead-generation initiatives
- Leverage digital and in-person marketing to grow your client base
- Maintain accurate records and deliver reporting as required
What They’re Looking For:
- Diploma in Regulated Financial Planning (Level 4) and valid CF30 status
- A clear, client-first approach and genuine care for long-term outcomes
- Confident communicator with strong interpersonal and digital engagement skills
- Proven ability to develop new business through planning, networking, and referrals
- Comfortable engaging with clients from all walks of life – from business owners to retirees
