Independent Financial Adviser (Self-Employed / Remote)

Independent Financial Adviser (Self-Employed / Remote)

Location: Fully remote (UK)
Package: Self-Employed Package - competitive revenue-sharing model

An exciting opportunity has arisen for experienced Independent Financial Advisers looking to take the next step in their careers with a well-established, directly authorised wealth management firm.

This opportunity is ideal for advisers who have built a transferable client bank and want the freedom of running their own practice without the burden of managing compliance, regulatory responsibilities, or business infrastructure.

You will benefit from genuine independence, market-leading technology, comprehensive operational support, and the flexibility to work remotely while continuing to grow your client relationships.

Why Join?

• Fully remote working with complete flexibility.
• Directly authorised wealth management firm.
• Attractive and transparent revenue split.
• Access to a broad range of investment solutions with adviser-led recommendations.
• Dedicated compliance, operational and administrative support.
• AI-enabled technology to streamline client servicing and reduce administration.
• Specialist support for complex financial planning, including trusts, estate planning and international clients.
• Clear succession planning with a structured exit strategy for your client bank.
• Opportunity to build your business within a collaborative and supportive environment.

The Role

As a Self-Employed Financial Adviser, you will:

• Manage and grow your own client portfolio.
• Deliver holistic financial planning advice across pensions, investments, protection and retirement planning.
• Build long-term client relationships through ongoing advice and servicing.
• Recommend investment solutions tailored to individual client needs.
• Work within a robust compliance framework while retaining adviser autonomy.
• Utilise modern technology and support services to improve efficiency and client experience.
• Collaborate with specialist teams on more complex client requirements where appropriate.

About You

To be considered for this opportunity, you should have:

• Level 4 Diploma in Financial Planning (minimum).
• A current Statement of Professional Standing (SPS).
• At least five years' experience providing regulated financial advice.
• A transferable client bank, typically between £15 million and £100 million in Assets Under Management (larger portfolios will also be considered).
• An established recurring income from ongoing client relationships.
• Experience providing holistic financial planning rather than transactional advice.
• A strong commitment to delivering exceptional client outcomes.
• Excellent communication, relationship-building and business development skills.
• A clean regulatory and compliance record.

This Opportunity Would Suit

• Independent Financial Advisers seeking greater autonomy.
• Advisers working within networks or appointed representative firms looking for greater flexibility.
• Directly authorised advisers wanting to reduce the regulatory and operational burden of running their own business.
• Advisers working within larger wealth management firms seeking a more personalised and adviser-focused environment.
• Advisers looking for a long-term succession plan for their client bank.
• Specialists in pensions, investments, estate planning, trusts or international financial planning.

This Role May Not Be Suitable If

• Your business is primarily mortgage or protection focused with limited investment or financial planning activity.
• You operate on a predominantly transactional basis without ongoing client servicing.
• You are unwilling to work within an established compliance and governance framework.
• You have an adverse regulatory or complaints history.

What's on Offer

• Competitive revenue-sharing model.
• Full business, compliance and operational support.
• Access to a broad investment proposition.
• Industry-leading technology and adviser support tools.
• Flexible, fully remote working.
• Long-term career and business growth opportunities.
• Defined succession planning for your client portfolio.

Interested?

If you are an experienced Financial Adviser looking for greater independence, stronger infrastructure, and the opportunity to grow your business within a supportive environment, we'd love to hear from you.

Apply today with your CV for a confidential discussion.