Independent Financial Adviser (Self-Employed)

Location
Fully remote (UK-based)

Company
Our client is an established financial services network offering a whole-of-market financial planning proposition with no panels or preferred providers. With around 150 advisers, the business provides compliance, PI cover, file checking, and full regulatory support, while maintaining a non-target-driven, low-interference environment. You will be supported to run and grow your own business with full autonomy.

Independent Financial Adviser Responsibilities

• Provide holistic, whole-of-market financial advice to clients
• Build and manage your own client bank
• Generate new business through self-sourcing or referrals
• Maintain compliance with regulatory standards
• Manage client relationships and ongoing servicing
• Option to advise on mortgage business if desired

Experience needed to become an Independent Financial Adviser

• Competent Adviser Status (CAS)
• Level 4 Diploma in Financial Planning
• Proven experience in financial services
• Existing client bank or strong business plan for self-generation
• Self-motivated with the ability to work independently

Benefits of being an Independent Financial Adviser

• Fully remote, flexible working with no set hours or targets
• Non-target-driven environment with minimal oversight
• Full compliance, PI cover, and regulatory support provided
• Freedom to choose your own systems and platforms
• Access to relationship manager for business growth support
• No cost for back-office system

If you are an Independent Financial Adviser and interested in the above, please apply.