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For Companies At a Glance
- Tasks: Help clients manage their finances and build meaningful relationships.
- Company: Join Kind Wealth, a purpose-led financial advice firm with a supportive culture.
- Benefits: Enjoy hybrid working, marketing support, and a competitive remuneration package.
- Why this job: Experience the freedom of self-employment with full operational support.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2 years' experience required.
- Other info: Be part of a values-driven team that prioritises integrity and collaboration.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Are you an ambitious financial adviser ready to elevate your career? At Kind Wealth, we’re redefining what it means to be part of a supportive, high‑performing advice firm. Whether you already have an established client bank or are looking to transition from employed to self‑employed, this is an opportunity to join a team built on integrity, collaboration, and excellence.
Who We Are
At Kind Wealth, we’re a purpose‑led financial advice firm helping clients make their money work harder, protect what matters most, and plan confidently for the future. Our culture is built on five core values – We Win Together, We Do What We Say, We Strive for Better, We Care Deeply, and We Lead with Integrity. These aren’t just words on a wall – they guide everything we do for our clients and our people. We’re proud to be part of the Quilter Financial Planning network, giving our advisers exceptional research, governance, and support. Quilter’s investment due diligence frees you to focus on what you do best – building meaningful relationships and delivering outstanding advice.
What We Provide
- Leads from our established affinity partnerships
- Full paraplanning, admin, and compliance support
- Marketing support to help you grow your client bank
- Additional 15% uplift (total 65%) on initial advice fees for any self‑generated business – because we reward ambition and self‑generation.
Hybrid & Client‑Focused
You’ll be based around Worcestershire, working hybrid, with at least one day per week in our office to collaborate with your support team. You’ll meet clients both in person and virtually, according to their preferences, and should be available for occasional evening appointments.
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Current Statement of Professional Standing (SPS)
- Minimum 2 years’ experience providing financial advice (employed or self‑employed)
- A client‑first mindset and commitment to doing the right thing
- Experience generating new business through referrals or networking
- Experience providing retirement, investment, and protection advice
- The motivation and discipline to thrive in a self‑employed environment
- A genuine desire to contribute to a collaborative, values‑driven team culture
- A full UK driving licence and access to transport
Desirable (but not essential)
- An existing client bank or strong client relationships
- Familiarity with the Quilter Financial Planning network or other network environments
- Advanced qualifications (AF or Chartered status)
Who We’re Looking For
- Driven, ethical, and client‑obsessed advisers
- Desire for the freedom of self‑employment with the security of full operational support
- Commitment to doing what’s right, not what’s easy
- View their career as a craft, not a job
Join Kind Wealth
At Kind Wealth, you’ll be part of a team that values people, purpose, and performance in equal measure. If you’re ready to build something extraordinary – for your clients, for yourself, and for your future – we’d love to speak with you. Apply or message us directly to explore the opportunity in confidence.
Self-Employed Financial Advisor in England employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor in England
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join local financial groups, or even hit up social media platforms like LinkedIn. Building relationships can lead to referrals and new clients, which is key for a self-employed financial advisor.
✨Showcase Your Expertise
Don’t be shy about sharing your knowledge! Write articles, host webinars, or create videos that highlight your skills in financial planning. This not only positions you as an expert but also attracts potential clients who are looking for someone they can trust.
✨Leverage Existing Relationships
If you’ve got an established client bank or strong connections, reach out to them! Let them know you’re now self-employed and ready to help them with their financial needs. Personal recommendations can go a long way in building your new practice.
✨Apply Through Our Website
Ready to take the plunge? Apply through our website to join Kind Wealth! We’re all about supporting ambitious advisers like you, so let’s chat about how we can help you thrive in your self-employed journey.
We think you need these skills to ace Self-Employed Financial Advisor in England
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advising shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients and making their money work harder.
Tailor Your CV: Make sure your CV is tailored to the role at Kind Wealth. Highlight your experience in generating new business and your commitment to client-first service. We love seeing how your values align with ours!
Be Authentic: Don’t be afraid to show your personality in your application. We value integrity and authenticity, so share your journey and what drives you as a financial advisor. It helps us get to know the real you!
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 details about the role. Let’s make this happen together!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Make sure you’re well-versed in financial planning principles and the specifics of the role. Brush up on your Level 4 Diploma knowledge and be ready to discuss how you've applied it in real-life scenarios. This shows you’re not just qualified, but also passionate about what you do.
✨Emphasise Your Client-Centric Approach
Kind Wealth values a client-first mindset, so prepare examples that highlight your commitment to clients. Share stories where you’ve gone above and beyond to meet their needs or how you’ve built strong relationships. This will resonate well with the interviewers.
✨Showcase Your Business Development Skills
Since generating new business is key, come armed with strategies you’ve used in the past. Whether it’s through networking or referrals, be ready to discuss how you’ve successfully grown your client base. This demonstrates your ambition and self-generation capabilities.
✨Align with Their Values
Familiarise yourself with Kind Wealth's core values: integrity, collaboration, and excellence. During the interview, weave these values into your responses. Show how your personal ethos aligns with theirs, making it clear that you’re not just looking for a job, but a place where you can thrive together.
