Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients manage their finances and build lasting 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: Elevate your career in a values-driven team while enjoying the freedom of self-employment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2 years' experience required.
- Other info: Be part of a collaborative team that values integrity and client success.
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
Remuneration
• 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.
#J-18808-Ljbffr
Self-Employed Financial Advisor 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
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local networking groups, and connect with other financial advisers. Building relationships can lead to referrals and new clients, so don’t be shy about putting yourself out there.
✨Showcase Your Expertise
Create content that highlights your knowledge in financial planning. Whether it’s blog posts, videos, or social media updates, sharing valuable insights can position you as a go-to expert in your field. Plus, it’s a great way to attract potential clients!
✨Leverage Online Platforms
Use platforms like LinkedIn to connect with potential clients and showcase your services. Make sure your profile is up-to-date and reflects your expertise. Engaging with your network regularly can keep you top of mind when they need financial advice.
✨Apply Through Our Website
If you’re keen on joining Kind Wealth, don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your commitment to being part of our collaborative team culture.
We think you need these skills to ace Self-Employed Financial Advisor
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 a difference in their lives.
Tailor Your CV: Make sure your CV is tailored to highlight your experience and skills relevant to the self-employed financial advisor role. We love seeing how your background aligns with our values and the specific requirements mentioned in the job description.
Be Authentic: Don’t be afraid to show your personality in your application. At Kind Wealth, we value integrity and authenticity, so let us get to know the real you. Share your journey and what drives you in your career as a financial advisor.
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 updates from our team. Plus, it shows you’re proactive!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around retirement, investment, and protection advice. Be ready to discuss your experience and how it aligns with the values of Kind Wealth, like integrity and collaboration.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your client-first mindset. Think about times when you've gone above and beyond for clients or how you've built strong relationships. This will resonate well with their culture of caring deeply.
✨Demonstrate Your Ambition
Since they reward self-generated business, come prepared to talk about your strategies for generating leads and building a client bank. Share any success stories from your previous roles that showcase your drive and ambition.
✨Embrace the Team Spirit
Kind Wealth values collaboration, so be ready to discuss how you work within a team. Share experiences where you’ve contributed to a positive team culture or helped colleagues succeed, showing that you’re all about winning together.
