At a Glance
- Tasks: Provide holistic financial advice and build lasting client relationships.
- Company: Join a leading UK wealth management organisation with strong support.
- Benefits: Enjoy uncapped earnings, flexible working, and full administrative support.
- Other info: Opportunity for professional growth and access to market-leading technology.
- Why this job: Run your own business with the backing of a trusted national brand.
- Qualifications: Must have Level 4 Diploma in Financial Planning and previous advisory experience.
The predicted salary is between 50000 - 60000 £ per year.
About the Opportunity
Are you an experienced Independent Financial Adviser looking for greater freedom, stronger earning potential, and the backing of a nationally recognised financial planning business? Our client is one of the UK's leading wealth management organisations, providing advisers with the infrastructure, compliance support, and high-quality client opportunities needed to build a successful and sustainable business. Whether you're already self-employed or looking to move away from an employed model, this is an opportunity to join a business that invests in its advisers and allows you to focus on what you do best—delivering exceptional financial advice.
The Role
As a Self-Employed Independent Financial Adviser, you will provide holistic financial planning advice to new and existing clients across a broad range of wealth management solutions. Working with the support of an experienced paraplanning, compliance, and administration team, you'll have the autonomy to grow your own client bank while benefiting from a trusted national brand.
Responsibilities
- Deliver holistic financial planning advice to private clients.
- Build long-term client relationships through exceptional service.
- Advise across pensions, investments, protection, retirement and estate planning.
- Conduct annual reviews and identify ongoing planning opportunities.
- Generate new business through qualified introductions, referrals and personal networking.
- Maintain compliant client records and suitability reports.
- Work collaboratively with internal support teams to deliver an outstanding client experience.
- Continually develop your technical knowledge and remain up to date with FCA regulations.
What You'll Receive
- Self-employed model with uncapped earning potential.
- Competitive commission splits.
- Access to qualified client introductions.
- Established national brand with an excellent market reputation.
- Full paraplanning support.
- Dedicated administrative support.
- Compliance and regulatory support.
- Access to market-leading technology and CRM systems.
- Ongoing training and professional development.
- Flexible working with complete autonomy over your diary.
- Opportunity to grow and develop your own client portfolio.
About You
You'll be a driven and client-focused Financial Adviser who enjoys building lasting relationships and delivering exceptional outcomes.
Essential
- Diploma in Regulated Financial Planning (Level 4) or equivalent.
- Competent Adviser Status (CAS).
- Previous experience providing regulated financial advice.
- Strong knowledge of pensions, investments and protection.
- Excellent relationship-building and communication skills.
- Ability to work independently whilst managing your own pipeline.
- Full UK Driving Licence.
Desirable
- Existing client bank (although not essential).
- Chartered or working towards Chartered status.
- Experience operating within a self-employed environment.
Why Join?
This is more than just another self-employed adviser role. It's an opportunity to partner with a highly respected financial planning business that provides the tools, infrastructure and support needed to maximise your success. You'll enjoy the freedom of running your own business without the burden of building everything from scratch, allowing you to focus on advising clients, increasing your earnings, and growing a valuable client portfolio. If you're looking for a fresh challenge with genuine earning potential and the support of a first-class organisation, we'd love to hear from you.
To apply or arrange a confidential discussion, please contact Antony Spaul of Tomorrow's Talent.
IFA (Self Employed) in Lambeth employer: Tomorrow's Talent
Join one of the UK's leading wealth management organisations as a Self-Employed Independent Financial Adviser, where you'll benefit from a nationally recognised brand and comprehensive support systems. Enjoy the freedom to manage your own client portfolio while receiving dedicated paraplanning, compliance, and administrative assistance, alongside ongoing training and development opportunities. This role offers uncapped earning potential and the chance to build lasting client relationships in a collaborative and empowering work culture.
