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?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.
Where you fit in
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.
A typical week
- Conducting structured discovery meetings with clients across the UK via video and phone
- Advising clients on holistic wealth management, including pensions, investments, and family protection
- Collaborating with dedicated paraplanners and administrators who handle report writing and client onboarding
- Managing and converting central lead allocations while building professional referral relationships
- Maintaining compliant client records and annual review cycles across a bespoke back-office platform Financial Advisor
Requirements
- Level 4 Diploma in Regulated Financial Planning (DipFA, DipPFS, or equivalent) is essential
- Current or recent Statement of Professional Standing (SPS) is essential
- Demonstrable track record providing regulated financial advice to private clients is essential
- Experience managing end-to-end advice processes remotely or via video meetings is xgikmsk desirable
- Previous experience operating on an independent or self-employed basis is desirable Behind the role You 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 advis
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Financial Advisor in Newcastle upon Tyne employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
