Redefine Your Advice Career – Flexibility, Freedom & Financial Planning That Puts Clients First
Independent Financial Adviser | Remote/Hybrid | Salary up to £85,000 (OTE £100k–£120k+)
Tired of box-ticking targets and product-first culture? Ready to work on your terms—without compromising on quality or support?
An award-winning, UK-wide financial planning firm is inviting experienced Independent Financial Advisers to join their growing community. Whether you’re looking for more autonomy, a better work-life blend, or a firm that shares your client-first values, this is your opportunity to thrive.
Employed | Remote-First | High-Quality Client Bank Provided
The Opportunity
Join a modern, planning-led business built around people—not products. You’ll inherit a portfolio of High Net Worth clients to validate your salary and have every tool you need to grow it. With full in-house support, digital infrastructure, and a collaborative ethos, you can focus on what you do best—delivering holistic, impactful advice.
What’s On Offer
£70,000–£85,000 base salary + Car allowance (OTE £100k+, Year 3 £120k+)
*Inherited client portfolio to get you started
*Remote-first flexibility, with access to regional hubs if preferred
*Full paraplanning, administration, and marketing support
*No product bias – planning-led advice with integrity
*Modern tech stack: XPlan, secure virtual meetings, paperless processes
*Structured CPD and mentoring within a knowledge-sharing culture
Your Role
*Deliver holistic financial advice across pensions, investments, protection, and retirement planning
*Manage and develop relationships with existing clients—virtually and in person
*Translate financial complexity into clear, actionable plans that drive outcomes
*Expand your client base via referrals, introducers, and business development support
*Stay on top of regulatory changes, product innovation, and client opportunities
About You
*Diploma in Regulated Financial Planning (Level 4) and active CF30 status
*Proven track record of delivering advice in a client-focused, compliant manner
*Commercially astute with strong relationship-building and communication skills
*Confident using digital tools and hybrid engagement strategies
*Comfortable working with HNW clients including professionals, business owners, and retirees
Why Advisers Join (and Stay)
*You’re treated like a professional—not a salesperson
*You have the freedom to build your business your way
*You’re supported, not micromanaged
*You’re part of a team that believes great advice changes lives
Ready to Take Control of Your Career?
Whether you’re employed and looking to level up, or self-employed and craving more support, this is your chance to join a values-driven firm that truly puts advisers and clients first.
Apply now to start a new chapter—on your terms.