Financial Advisor in Washington

Financial Advisor in Washington

Washington Full-Time On-site
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Job Description ?With full paraplanning and compliance backing allows you to concentrate purely on advice in this self-employed Financial Advisor role, available nationwide across the UK.\n \nWhere you fit in\n \n As a Financial Advisor within the team, you are brought in to convert warm opportunities into long-term financial plans, supported by dedicated central administration so your time remains focused on client-facing meetings and advice delivery.\n \nA typical week\n \n- Conducting structured discovery meetings with clients across the UK via video and phone\n \n- Advising clients on holistic wealth management, including pensions, investments, and family protection\n \n- Collaborating with dedicated paraplanners and administrators who handle report writing and client onboarding\n \n- Managing and converting central lead allocations while building professional referral relationships\n \n- Maintaining compliant client records and annual review cycles across a bespoke back-office platform\n \nFinancial Advisor Requirements\n \n- Level 4 Diploma in Regulated Financial Planning (DipFA, DipPFS, or equivalent) is essential\n \n- Current or recent Statement of Professional Standing (SPS) is essential\n \n- Demonstrable track record providing regulated financial advice to private clients is essential\n \n- Experience managing end-to-end advice processes remotely or via video meetings is desirable\n \n- Previous experience operating on an independent or self-employed basis is desirable\n \nBehind the role\n \nYou will join a growing, modern financial advisory business that removes the traditional operational burdens of self-employment. The firm focuses on technology-led client management, transparent fee models, and centralising administrative overhead so advisers can scale their earnings effectively.\n \nWhat you get in return\n \n- Competitive commission split model with uncapped earning potential\n \n- Central stream of pre-qualified, pre-booked client leads supplied directly to your diary\n \n- Full back-office support including dedicated paraplanning, compliance oversight, and administration\n \n- Full flexibility over your working hours and pattern\n \n- Complete remote working setup allowing you to operate from anywhere in the UK\n \n- Comprehensive onboarding, compliance induction, and systems training\n \nWhat happens next\n \nYour application comes directly to Premier Jobs UK, not the employer. Our recruitment team reviews every single application and provides a response to every candidate. If your background aligns with this Financial Advisor role, we will arrange an introductory call to discuss your career goals. Nothing is ever shared with our client without your explicit agreement.To explore this self-employed nationwide role, apply today.\n \nLiability and disclaimer\n \nPremier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.\n \n JBRP1_UKTJ

Financial Advisor in Washington employer: Premier Jobs UK Limited

Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.

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Contact Details:

Premier Jobs UK Limited Recruitment Team