Independent Financial Advisor

Self-Employed Financial Adviser London / Home Counties Established Client Bank to inherit

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure?

I am recruiting for a self-employed Financial Adviser to join an expanding team where you will have clients covering London and the Home Counties.

A directly authorised wealth management firm supporting numerous self-employed advisers nationwide. The head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager.

• Manage an established client bank with approximately £22 million in assets under management with recurring income of circa £220,000
• Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning.
• Build new business through a mix of company-generated leads, referrals, and self-sourced clients.
• Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery.
• Enjoy flexible working arrangements with hybrid and home based options and autonomy over your schedule.

• Recurring income: 35% of 1% AUA, starting at around £77,000.
• New business splits: 50% on company-generated leads, 60% on self-generated business.
• Full access to pooled paraplanning and admin support from the head office
• Clear progression and exam support with dedicated development and mentoring support.

• Level 4 qualified Financial Advisers with a track record of delivering ethical, holistic advice.
• Chartered or working towards Chartered status is highly desirable.
• Experienced advisers with strong client-facing skills and the ability to grow their business.
• Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support.

This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self-employed model designed to let you focus on what matters most: your clients and your growth.