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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.
Job Responsibility:
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
Requirements:
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
What we offer:
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