Self Employed Financial Advisor

Self‑Employed CAS‑Status Financial Adviser Location: London & East of England (Essex, Suffolk & Hertfordshire) client base. Engagement Type: Self‑Employed (with financial support package) Earnings: Highly Competitive, plus structured bonus and generous revenue splits Overview A respected UK wealth management firm is seeking an experienced CAS‑Status Financial Adviser . The business has an established reputation for ethical, client‑centric financial planning, supporting clients across investments, retirement, pensions, protection, and wider holistic advice needs. This opportunity is ideal for advisers who want the freedom and earning potential of self‑employment , whilst benefiting from a high‑support, high‑reputation environment — including a cash‑flow support system and full operational backing. Key Responsibilities Deliver FCA‑regulated financial planning across pensions, retirement, investments, protection, and later‑life planning. Conduct full fact‑finds, suitability assessments, and prepare compliant reports. Build long‑term client relationships focused on clarity, trust, and high‑quality service. Maintain full FCA compliance and accurate client records. Requirements CAS Status (Competent Adviser Status) – essential. Previous experience delivering regulated financial advice. Strong technical knowledge in pensions, investments, and later‑life planning. Ability to work independently within a supportive, collaborative environment. What the Self‑Employed Route Includes The firm offers one of the most comprehensive self‑employed support packages in the market, including: Financial & Operational Support Schedule D / Self‑Employed HMRC tax basis Monthly financial support for up to 6 months All paraplanning costs covered All Professional Indemnity (PI) insurance costs covered All system and technology costs covered No administration costs No FCA or FSCS levy payments required Business Resources Full use of the firms office facilities Open access to all UK network locations for meetings and client hosting Stationery and business cards provided at no cost Revenue Share 70% split on all new initial business generated 70% split on all new ongoing advice fees generated 50% split on business written from existing or referred clients Additional Strategic Benefit: Future Exit / Buy‑Out Pathway The firm offers a unique long‑term succession structure: A junior adviser will work closely with the incoming adviser. Objective: to create a 3–5 year client‑bank purchase option , ideal for advisers anticipating an eventual exit or partial retirement. Particularly suited to Directly Authorised IFAs considering a structured, planned succession route. This has already delivered strong outcomes for advisers seeking long‑term security while maximising the value of their client bank.