Financial Adviser (Abacus)

Are you an experienced Financial Adviser seeking more freedom, flexibility, and earning potential? We’re looking for ambitious, self-motivated professionals who are ready to thrive in a self-employed role. Whether you’re looking to grow your business or already have an established client bank, this is a chance to retain full control while benefiting from the support and infrastructure you need to scale further.

We have a comprehensive, high support model designed to empower you with the tools, training, and dedicated support you need to grow your business confidently and efficiently. As well as this, we offer competitive revenue splits, and a client buyout option upon retirement, providing both immediate rewards and long-term security for your business.

With us you can enjoy expert guidance, supportive processes, and ongoing resources that let you focus on what you do best: advising your clients.

Why Saltus?

Saltus is a privately owned financial planning and discretionary investment management house, managing and advising on over £9 billion of client assets. We’re proud to have been recognised as a Sunday Times Best Place to Work 2024 and a Professional Adviser Best Financial Advisers to Work For 2024 a testament to our commitment to creating an environment where people can thrive and providing first class client service.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

What you’ll be doing

As a self-employed Financial Adviser with us, you’ll have the freedom to manage your own business while benefiting from the support of an established and trusted firm. This will include:

• Providing independent financial advice tailored to your clients’ needs, covering areas such as pensions, investments, protection, and estate planning
• Building and maintaining long-term client relationships based on trust, transparency, and quality service
• Managing your own schedule and client portfolio, with the flexibility to work the way that suits you best
• Keeping up to date with regulatory requirements and maintaining high compliance standards
• Leveraging our technology, compliance, and administrative support to help you focus on delivering advice
• Growing your business through referrals, marketing, and networking

What we’re looking for

We’re looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes.

The ideal Adviser will:

• Hold the CII Level 4 Diploma in Regulated Financial Planning
• A proven track record of building and maintaining client relationships
• A commitment to delivering high-quality, compliant financial advice
• The ability to work independently while maintaining professional standards
• Excellent communication and organisational skills
• A strong desire to grow their business within a supportive, self-employed framework
• Demonstrate strong technical knowledge across a broad range of financial products
• Be comfortable working with high-net-worth clients and professional connections
• Have excellent written and verbal communication skills

Where you’ll be working

You’ll have the flexibility to work from home on a setup that suits your lifestyle and business model. We support advisers across the UK, and our infrastructure is designed to help you operate efficiently wherever you’re based.

We welcome applications from advisers nationwide, and we’re particularly interested in hearing from professionals in the Colchester and Bristol areas. Wherever you are, you’ll be part of a wider network of like-minded advisers supported by a dedicated team committed to your success.

Interested?

If this opportunity aligns with your goals, we’d be delighted to hear from you. Whether you’re ready to apply, have questions, or simply want to find out more, feel free to get in touch with our recruitment team atrecruitment@saltus.co.uk .

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