Full job descriptionSelf-Employed Independent Financial Adviser (IFA)

Location: London Central
Working Pattern: Hybrid or Remote (with bi-weekly/monthly office visits)
Earnings Guide: £60,000–£100,000+ (Dependent on AUM)
Structure: Self-Employed Model (with pathway to equity partnership)


About the Opportunity

We are working with a rapidly expanding national wealth management business - now over £6bn+ AUM following significant growth and multiple acquisitions. The firm operates a high-quality advice model with strong infrastructure, centralised operations and business management support, and a clear partnership track for senior advisers.
Due to ongoing expansion and succession planning, the firm is seeking an experienced Independent Financial Adviser (IFA) to join via their Self-Employed Partner Route, ideally bringing £10M–£15M+ transferable AUM.
This is a premium opportunity for an adviser seeking brand strength, national footprint, an elite advice framework, and genuine long-term partnership potential.


Key Responsibilities*Manage and service your own client book, delivering holistic financial planning and ongoing advice
*Transfer and embed your existing clients into the firm’s advice proposition
*Develop new client relationships through referrals, networking, and business development
*Participate in regular one-to-ones with Business Managers on performance, growth, and professional development
*Work collaboratively with paraplanners, operations and support teams
*Ensure all advice is compliant, high-quality, and aligned with the company’s planning framework
*Optional: Support junior advisers, paraplanners, or trainees where relevant to your background


Ideal Candidate ProfileEssential*£10M+ transferable AUM (minimum threshold for partner model consideration)
*Strong track record as an Independent Financial Adviser
*Confident managing and advising HNW clients
*Level 4 Diploma (DipPFS/Level 4 RQF)
*Ability to work self-sufficiently and operate within a high-performance advice culture
*Comfortable attending the London office bi-weekly or monthly


Desirable*Experience growing AUM from both existing relationships and new business
*Chartered status (or working towards it)
*Experience mentoring junior advisers or leading advice quality conversations
*Ability to work productively during client contact restriction periods (if applicable)


Compensation Structure*Earnings £60,000–£100,000+, depending on transferable AUM and production
*Self-employed structure with generous revenue splits
*Partnership invitation available once self-employed earnings reach a set target
*Employed model also available for candidates with smaller AUM (package dependent on book size and experience)
*Clear onboarding pathway for advisers with temporary client contact restrictions (e.g., interim paraplanning or non-client roles until contact resumes)


Working Model*Hybrid or remote arrangement, with periodic London office visits
*Modern, centralised CRM/back-office and operations support
*Business Manager oversight for adviser development and performance
*National footprint with strong brand reputation and ongoing acquisitive growth


Why Join?*Strong central support structure (paraplanning, operations, business management)
*AUM growth environment with referrals, brand strength and strategic acquisitions
*Long-term progression to equity partnership
*High-quality platform, tools and investment proposition (supported by the wider group)
*Ability to shape your practice while leveraging national infrastructure


Next Steps

If you are an experienced IFA with £10M+ transferable AUM and are looking for a high-calibre, high-support environment with genuine partnership potential, we would love to hear from you.
Apply now or contact us confidentially to discuss the opportunity in more detail.