Independent Financial Advisor

2plan wealth management is the UK’s largest independent advisory firm, specialising in client-focused financial advice and dedicated support. The firm provides comprehensive, unbiased wealth management and financial planning services to private investors and businesses across the UK. With a strong emphasis on technology, including a secure Client Access Portal, we enable advisers to focus on client relationships while minimising administrative burdens.

Our bespoke and compliant advice processes help deliver outstanding service standards. 2plan wealth management is built on a culture of trust, collaboration, and long-term client relationships.

This is a full-time remote role for an Independent Financial Advisor (self-employed - RI/AR). The role involves providing tailored financial advice, managing client relationships, and recommending strategies for financial planning, retirement planning, and investment management. Responsibilities include conducting client assessments, developing personalised strategies, and ensuring recommendations align with clients’ financial goals. Advisors are expected to stay informed about industry trends and act in clients' best interests at all times.

• Proficiency in Financial Planning and Financial Advisory services
• Strong expertise in Retirement Planning and Investments
• Comprehensive knowledge of finance principles and strategies
• Exceptional communication, relationship-building, and client service skills
• Ability to work independently in a remote environment and demonstrate high ethical standards
• Relevant certifications, such as a Diploma in Financial Planning or higher qualifications, are advantageous
• Prior experience in financial advisory roles and familiarity with regulatory requirements are preferred