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Independent Financial Adviser - Fully Remote - £65000-75000 (OTE £85k+)

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Job Description - Independent Financial Adviser - Fully Remote - £65000-75000 (OTE £85k+)

Client Bank Provided

Are you an experienced Financial Adviser looking for a fresh challenge — one where you’re supported, not burdened?

An established and growing wealth management firm is seeking a driven and relationship-focused Independent Financial Adviser to join their team. This is a fully remote role, offering complete home-working flexibility, along with a rare blend of security and opportunity: a warm client bank to inherit, regular introductions to new potential clients, and full paraplanning and administrative support.

Whether you’re looking for a self-employed model or a salaried position, this is an opportunity to plug into a business that values long-term client outcomes, robust financial planning, and empowering its advisers to thrive.

What’s on offer:

  • A small, high-quality client bank provided from day one
  • Ongoing client introductions through internal channels
  • Dedicated paraplanner and admin support - you focus on advice, not paperwork
  • Remote working with no office attendance required (unless preferred)
  • Supportive, planning-led environment with full compliance and systems in place
  • Marketing and business development resources to help grow your footprint

Key responsibilities:

  • Deliver holistic, personalised advice across pensions, investments, estate planning and protection
  • Build long-term relationships using the Six-Stage Advice Process
  • Stay informed on legislation and product changes to offer proactive advice
  • Grow your client base via referrals, company leads and introducers
  • Conduct reviews and create tailored financial strategies based on clients' changing goals

What you’ll need:

  • Diploma in Regulated Financial Planning (or equivalent) and CF30 status
  • A clear, client-first mindset and a polished, professional approach
  • The ability to communicate clearly and work confidently using digital tools
  • Experience with high-net-worth clients and an interest in building a sustainable, long-term client book

If you’re a Financial Planner, Wealth Manager or Financial Advisor looking for flexibility, support, and the tools to focus on delivering excellent client outcomes — this is the role for you.


Applications via email only.
Please send your CV and covering note to Ryan at Financial Divisions

Original job Independent Financial Adviser - Fully Remote - £65000-75000 (OTE £85k+) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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