Are you an experienced Financial Adviser looking for greater freedom, flexibility, and earning potential?
We’re seeking ambitious, self-motivated professionals ready to thrive in a self-employed role. Whether you're growing your business or already have an established client base, this opportunity allows you to retain full control while benefiting from the support and infrastructure needed to scale confidently. Our high-support model is designed to empower you with the tools, training, and dedicated assistance to grow your business efficiently. We offer competitive revenue splits and a client buyout option upon retirement—providing both immediate rewards and long-term security. Enjoy expert guidance, streamlined processes, and ongoing resources that let you focus on what you do best: advising your clients.
What You’ll Be Doing
As a self-employed Financial Adviser, you’ll have the freedom to manage your own business while accessing the support of a trusted and experienced team. Your responsibilities will include:Delivering independent financial advice tailored to your clients’ needs, including pensions, investments, protection, and estate planning
Building and maintaining long-term client relationships based on trust and transparency
Managing your own schedule and portfolio with the flexibility to work your way
Staying up to date with regulatory requirements and maintaining high compliance standards
Leveraging technology, compliance, and admin support to focus on delivering advice
Growing your business through referrals, marketing, and networking
What We’re Looking For
We’re looking for confident, detail-oriented professionals who are passionate about delivering excellent client outcomes. The ideal candidate will:Hold the CII Level 4 Diploma in Regulated Financial Planning
Have a proven track record of building and maintaining client relationships
Be committed to delivering high-quality, compliant financial advice
Work independently while maintaining professional standards
Have an existing client bank
Demonstrate strong technical knowledge across a broad range of financial products
Be comfortable working with high-net-worth clients and professional connections
Possess excellent written and verbal communication skills
Where You’ll Be Working
You’ll have the flexibility to work from home, with a setup that suits your lifestyle and business model. We support advisers across the UK, with infrastructure designed to help you operate efficiently wherever you're based. We welcome applications nationwide and are particularly keen to hear 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.
