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Independent Financial Adviser (Self-Employed)

United Kingdom · Job Posted April 24, 2026
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Job Description

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
  • No cost for back-office system

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