Self-Employed Financial Advisor in Worcester

Kind Wealth Ltd

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.

Quilter Financial Planning Network

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

We believe high-performing advisers should be empowered, not burdened. You’ll benefit from:

✅ Leads from our established affinity partnerships

✅ Full paraplanning, admin, and compliance support

✅ Marketing support to help you grow your client bank

Remuneration

• 50% revenue share

• 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

To succeed in this role, you’ll need:

• 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)

It would be advantageous if you also have:

• 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

We’re seeking A-players – advisers who:

• Are driven, ethical, and client-obsessed

• Want the freedom of self-employment with the security of full operational support

• Take pride in doing what’s right, not what’s easy

• See their career as a craft, not a job

Whether you’re an experienced adviser with a loyal client base or a talented adviser ready to break free from the constraints of employment, we want to hear from you.

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.