Independent Financial Adviser (self-employed)

Self-Employed Financial Adviser

Location: Remote, with access to office facilities in Hereford

Firm: Principle Financial Planning Limited

* INDIVIDUALS WITHOUT A CLIENT BANK OR A RELEVANT FCA APPROVED QUALIFICATION (DipPFS / DipFA) TO PROVIDE FINANCIAL ADVICE NEED NOT APPLY *

We are seeking self-employed financial advisers to join our team. This opportunity is suited to established advisers as well as advisers earlier in their self-employed journey. The ideal individual will be seeking a firm that shares their professional values and is now looking to align with a more client-focused business.

Principle Financial Planning Limited is a directly authorised independent financial advice firm that places high value on meaningful client relationships. While we utilise technology to support efficiency, we firmly believe that face-to-face contact remains essential to delivering high-quality, personalised advice.

We are currently seeking self-motivated Independent Financial Advisers who are looking to further their careers and secure a strong future for their client relationships whilst obtaining commercially attractive terms.

This is a remote role, with optional use of our Hereford office. We would therefore be interested in speaking with individuals regardless of their location or proximity to Hereford.

Key Requirements

• Diploma-qualified (DipPFS or DipFA)
• Own client bank
• CAS (Competent Adviser Status)
• Valid Statement of Professional Standing (SPS)
• A minimum of 3 years’ experience in a financial adviser role is preferred
• Consideration will also be given to advisers with less than 3 years’ experience, where they have developed their own client bank and previously worked in a technical capacity

What We Offer

• Flexible and commercially attractive models tailored to the needs of self-employed advisers, offering models suitable to both those with established client banks and those earlier on in their self-employed career
• Full ownership and control of your client relationships
• Remote working as standard, with optional use of our Hereford office
• Fully Independent – we are not tied to a network or consolidator
• A collaborative, professional environment that puts the adviser-client relationship first
• Study support for those working towards Chartered status
• Paraplanning and compliance assistance
• IT support and access to core operational systems
• Support for business growth, if desired

If you are looking to join a business that values integrity, independence, and a client-first approach, we welcome your enquiry.

To arrange an initial, confidential chat, please contact us via LinkedIn or email at info@principlefp.co.uk to express your interest.