Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm
Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations.
This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.
Why Join This Wealth Management Firm?Remote-first flexibility with access to office space if preferred
End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance
A client-first advice proposition grounded in integrity and trust
Consultative marketing and lead generation to support new business development
A collaborative culture with continuous learning and development opportunities
Cutting-edge tech including the XPlan POS system to streamline advice delivery
In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained.
Key ResponsibilitiesDeliver holistic financial planning using the Six-Stage Advice Process
Regularly review clients’ circumstances and adapt plans accordingly
Stay up to date with financial products, legislation, and market trends
Develop new client relationships through referrals, business planning, and marketing initiatives
Build strong connections with introducers and centres of influence
Conduct thorough fact-finding and prepare compliant, bespoke financial reports
Maintain accurate and timely management information
Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA
Active CF30 status or the ability to obtain it
A demonstrable client-centric approach and commitment to doing the right thing
Strong interpersonal skills and professional communication
Confidence in using technology and delivering advice in both digital and face-to-face settings
Experience in growing and managing a client bank
Competitive employed salary structure
Performance-based bonus and incentives
Full Paraplanning, Admin, and Compliance support
Access to a trusted investment platform with cost-effective solutions
Ongoing CPD, training, and career progression opportunities
Marketing and business development support to grow your client base
Remote Financial Advisor • Basildon, England
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