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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 Role Overview – Employed Independent Financial Adviser 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 Responsibilities Deliver 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 What You'll Need to Succeed 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 Package & Benefits 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

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: • A steady stream of loyal, existing clients inherited through a gradual transition., • Full administrative and paraplanning support so you can focus on client relationships and business development., • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels. Requirements: • Have proven experience advising in the high-net-worth space., • Be confident advising across the full spectrum of financial planning products., • Be a proactive team player who contributes to the firm's growth and reputation., • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role. Why This Role Stands Out • Strong existing client base ready to be nurtured and grown., • Top-tier support from experienced admin and paraplanning teams., • The autonomy to develop your network and increase earnings significantly., • A collaborative, professional environment focused on client excellence. If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

?? Job Title: Self-Employed Independent Financial Advisor ?? Location: Fully Remote (UK-Based) ?? Earning Potential: £100,000+ by Year 3 (Realistic OTE) ?? Job Type: Self-Employed with Retainer ?? Join a business where integrity, transparency, and excellence are the standard - not the exception. We’re partnering with a highly reputable, 5-star rated financial planning firm that supports clients across the UK and globally. Known for their 100% client sign-up success rate, they are looking to grow their team with like-minded, self-motivated Independent Financial Advisors who want to do things differently — with honesty, flexibility, and the right support behind them. ?? What’s on Offer: ? Realistic six-figure earnings by year 3 — with uncapped commission ? Leads provided, but you'll also be expected to grow your own client base ? Retainer available to support your transition ? Full back-office support including paraplanning and admin ? Fully remote working - work from anywhere in the UK ? Access to a global client base ? 100% 5-star Google reviews and 100% conversion rate ? Operate within a transparent, values-driven culture ?? Who We’re Looking For: Level 4 Diploma in Regulated Financial Planning (minimum requirement) Proven track record in financial advice Comfortable generating new business and converting warm leads Driven, self-managing, and entrepreneurial Passionate about delivering exceptional, honest financial advice Comfortable working remotely and digitally with clients This is an opportunity to take control of your career, build a long-term client base, and work within a business where client trust and ethical practice are the foundation of success. ?? Apply now to arrange a confidential chat and learn more about joining this forward-thinking, high-integrity financial planning firm.

We are delighted to present an outstanding opportunity for qualified self-employed Financial Advisors in the North West to join a highly successful and fully independent financial planning firm. Our client offers whole-of-market advice across a wide range of services, including wealth management, mortgages, commercial finance, employee benefits, and protection. This firm is known for its strong infrastructure, offering excellent support through its admin and marketing team. It’s an ideal opportunity for advisors seeking to keep the freedom of self-employment while being part of a collaborative, forward-thinking organisation. This is a home-based role with the flexibility to work from offices located across the UK. Salary package on offer for the role of Financial Advisor: • £100,000 – £200,000 OTE (based on lead conversion and self-generated business), • Admin/ Paraplanning support, • Access to their Office, • Marketing team providing leads Financial Advisor requirements: • Diploma-qualified (Level 4 or equivalent in financial advice), • Full UK driving licence, • Existing client bank (additional leads also provided), • Self-Sufficient, • Ethical and client-focused mindset, • Strong interpersonal and communication skills Key responsibilities of the Financial Advisor: • Delivering holistic financial advice tailored to individual client needs, • Building and maintaining long-term, trusted client relationships, • Promoting a wide range of financial products and services, • Managing and growing your client portfolio with full back-office and compliance support

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston area. Duties include: • Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans., • Acquiring and developing new business from new/existing Clients and professional introducer, • Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team, • Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice. The Diploma in Regulated Financial Planning is essential for the successful applicant. You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships. In return you will benefit from full Paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Top reasons to work as a Self-Employed IFA for this client:. Salary Negotiable; Self-Employed. Enjoy the flexibility that being self-employed brings you using the whole market.

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Transform Kitchens, Command Your Income: SalesExecutive(£60k-£100k+ OTE!) We specialise in transforming kitchens across England, Scotland, and Wales, offering a smart, affordable alternative to a complete kitchen overhaul. Our core business focuses on high-quality, less disruptive makeovers, often completed swiftly. We also offer fitted wardrobes, extending our home improvement solutions. We pride ourselves on a customer-centric approach, ensuring a first-class service from initial design to project completion, backed by a robust guarantee. The Opportunity: Joining us as a Sales Executivemeans becoming a pivotal part of our customers' kitchen transformation journey. You'll be a trusted advisor, helping homeowners revitalise their kitchens. Our unique proposition - stunning makeovers without a full, disruptive refit - resonates deeply with customers seeking quality and value. You'll translate our vision of easy kitchen elegance into a tangible reality for our clients. Why this Sales Executive role is perfect for you: Exceptional Earning Potential:Our commission-based structure offers£60,000 - £100,000 OTE, directly reflecting your sales prowess. Our leading sales professionals earn£5,000 per week, demonstrating significant financial success. Weekly Payments...

Minimum 3+ years’ experience as a Financial Adviser / Financial Planner. Deliver holistic financial planning and build long-term client relationships. Passionate about delivering holistic, advice-led financial planning.

Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service. Due to expansion demands we are looking for a qualified Financial Advisor to join to join and growing busi

Minimum 3+ years’ experience as a Financial Adviser / Financial Planner. Passionate about delivering holistic, advice-led financial planning. A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth.

Senior Client Advisor – Accounting & Business Services Plymouth | Competitive Salary I’m currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth. This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally. The role will involve: Managing a portfolio of clients, acting as a key point of contact Preparing and reviewing management accounts, VAT returns, and statutory accounts Supporting with corporation tax and general compliance work Reviewing work of junior team members and providing guidance Working closely with clients, including attending meetings and advising on financial matters Assisting with onboarding, systems (Xero), and improving processes The ideal candidate will have: 2–3+ years’ experience within an accountancy practice AAT / ACCA / ACA qualified or part-qualified Strong communication skills and confidence working with clients Experience with software such as Xero, IRIS, or similar This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm. If this sounds of interest, please get in touch for more details. #ASRAF

Transform Kitchens, Command Your Income: Sales Executive (£60k-£100k+ OTE!) We specialise in transforming kitchens across England, Scotland, and Wales, offering a smart, affordable alternative to a complete kitchen overhaul. Our core business focuses on high-quality, less disruptive makeovers, often completed swiftly. We also offer fitted wardrobes, extending our home improvement solutions. We pride ourselves on a customer-centric approach, ensuring a first-class service from initial design to project completion, backed by a robust guarantee. The Opportunity: Joining us as a Sales Executivemeans becoming a pivotal part of our customers' kitchen transformation journey. You'll be a trusted advisor, helping homeowners revitalise their kitchens. Our unique proposition - stunning makeovers without a full, disruptive refit - resonates deeply with customers seeking quality and value. You'll translate our vision of easy kitchen elegance into a tangible reality for our clients. Why this Sales Executive role is perfect for you: Exceptional Earning Potential: Our commission-based structure offers £60,000 - £100,000 OTE , directly reflecting your sales prowess. Our leading sales professionals earn £5,000 per week , demonstrating significant financial success. Weekly Payments: Your hard work is recognised and rewarded swiftly, with payments made weekly . High Conversion Rate: Our top sales individuals consistently achieve a conversion rate of 1 in 3 qualified consultations, providing a clear pathway to consistent high earnings. Comprehensive Training: A tailored programme (1-3 days) at our state-of-the-art factories, with all training expenses fully covered , including travel and accommodation. Professional Growth & Reward: An outstanding opportunity for ambitious sales professionals looking to maximise their income and be part of a thriving, successful team. What you'll do as a Sales Executive: Conduct engaging in-home consultations (maximum 90 min travel time from your home postcode). Understand customer needs and offer expert advice on our wide range of made-to-measure doors, drawer fronts, and worktop solutions. Showcase the variety of styles, materials (from premium solid wood to sleek quartz overlays), and finishes, helping clients visualise their dream kitchen. Craft transparent, honest quotes and guide customers through our seamless process, often leading to rapid, one-day installations. Deliver a service that transforms homes efficiently, backed by our commitment to quality and exceptional customer service. Do you have what it takes to be a successful Sales Executive? Driven & Personable: You're a driven, personable, and results-oriented individual. Passionate about Home Improvement: Genuinely enjoys connecting with people and has a passion for home improvement. Impactful: Thrives in an environment where you can directly impact customer satisfaction. Brand Leverage: Able to leverage a strong brand reputation and benefit from a product that truly sells itself. Essential Requirements: A valid UK driving license and access to a vehicle is essential. This Role Offers: High Earnings: Exceptional earning potential with uncapped commission. This is a self employed commission only role. Swift Rewards: Get paid weekly for your hard work. Expert Training: Comprehensive, fully covered training to ensure your success. Impactful Sales: Sell a unique, high-quality product that genuinely transforms homes. This is a self-employed, commission-only role that empowers you to build your own success and reap the rewards of your hard work. Ready to Transform Kitchens and Your Income? Apply Now! TPBN1_UKTJ

Review-Focused Financial Advisor. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation. The firm works with employe

The practice takes a relationship-led approach to financial planning, focusing on delivering high-quality holistic advice rather than product-led sales. Manage and service existing client relationships through a holistic financial planning approach. Financial Adviser, Wealth Planner or Paraplanner l

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Applicants must hold Level 4 Diploma in UK Financial Advice . Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals.

Premier Jobs UK is seeking an Experienced Financial Advisor to join a well-funded firm in the East Midlands. Ideal candidates will have at least 3 years of regulated advisory experience and a Level 4 Diploma in Financial Planning.

The Adviser should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. Possess a strong awareness of regulatory regime and its application to an independent advisory firm. Financial Adviser Role Overview.

The ideal candidate will deliver holistic financial planning to high-net-worth and mass affluent clients, leveraging firm infrastructure to improve client outcomes and scale operations.

Contact with HM Revenue & Customs and other third parties, including major financial institutions, lawyers and wealth advisory businesses. Aligned to a portfolio of long‑term accounts, which you can build deep relationships with, and become their trusted advisor.

I'm excited to be partnering with a prestigious national firm, specialising in accounting, tax, audit, advisory and business services across the UK and Europe. They are looking for an experienced Financial Planner with a proven track record of working with HNW clients. This is a remarkable opportuni

The ideal candidate has 5-8 years of experience in compliance within financial services and a strong background in financial promotions review. In this role, you will oversee financial promotions and guide stakeholders on compliance while ensuring customer-focused communications comply with regulato

This role is ideal for motivated individuals interested in building a long-term career in financial services.

Responsibilities include advising clients on insurance products, conducting financial wellbeing presentations, and building local relationships.

We work with internationally mobile clients, expatriates, entrepreneurs, and high-net-worth individuals, delivering cross-border wealth management, investment advisory, asset allocation, insurance, and corporate solutions. This is a flexible full-time role for experienced financial advisers and weal

UK Branch is seeking a Financial Crime Officer (Advisory) to assess and address financial crime related issues while ensuring regulatory compliance. The role involves maintaining knowledge on financial crime regulations and supporting investigations, with responsibilities including managing complian

The Financial Conduct Authority is seeking a Lead Policy Advisor for a 9-month Fixed Term Contract in Greater London.

The successful candidate will provide expert financial advice, develop client relationships, and ensure compliance with financial regulations. Quilter is seeking a dedicated Employed Financial Adviser in Greater London. The role requires relevant qualifications such as QFA and experience in financia

Barclays is seeking a Financial Crime Screening Advisory Manager in London.

Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. This means that our clients not only have access to a local financial professional (for convenience), but also some of the best financial advice avail

A leading financial advisory firm seeks experienced Financial Advisers to work remotely, offering strong earning potential and access to international markets. Key responsibilities include providing tailored financial planning and wealth management solutions, assessing clients' financial situations,

A minimum 12 months’ financial services experience as a Financial Adviser.

Senior Advisor, International Tax and Transaction Services, Financial Services, London‑Leeds. You will join a team focused on banking, insurance, and wealth & asset management, delivering advisory services to clients ranging from smaller inbound customers to large multinational corporations. Devel

Vere Group is part of a global financial services group operating across 100+ countries. Supporting experienced international advisors in a performance-driven environment. This position is not suitable for candidates seeking accounting, audit, financial analysis, or back-office roles.

This is an excellent opportunity for an advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm. A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its establ

Chatham Financial Europe Ltd is seeking an expert in derivatives documentation to join their Regulatory and Documentation team in London.

Assess clients’ financial situations and develop tailored financial plans. Our client is an established, British-run financial advisory firm with a modern, dynamic team of highly qualified professionals operating across Spain, Dubai, Belgium, and Switzerland. Proven experience as a Financial Advis

We don’t simply hire employees.When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years.Chatham has worked hard to create a distinct work environment that values people, t

The ideal candidate will have significant experience in Indirect Tax/VAT advisory, particularly with Financial Services clients. The role involves managing complex indirect tax advisory projects while building strong client relationships.

NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice for life insurance, pensions, investments, wealth management and inheritance tax to a broad range of customers. Why is this important to you? Well, as a Financial Advisor, you’ll work closel

Chatham Financial Europe Ltd is seeking a professional for advisory services on derivative products and risk management strategies. Candidates should have over 5 years of experience in financial risk advisory, strong analytical capabilities, and proficiency in Microsoft Office. The role involves wor

FCA authorised Financial Advisers. Deliver holistic financial planning to HNW / mass affluent clients.

Senior Consumer Finance Policy Advisor. Work on high-profile projects including reform of the Consumer Credit Act 1974, the Credit Information Market Study, and our review of our CONC 3 financial promotion roles.

Grant Thornton UK is seeking a Financial Reporting Assistant Manager in Greater London.