Self-Employed Financial Adviser
Location: Remote, with access to office facilities in Hereford
Firm: Principle Financial Planning Limited
We are currently seeking self-motivated Independent Financial Advisers who are looking to further their careers and secure a strong future for their client relationships whilst obtaining commercially attractive terms.
Principle Financial Planning Limited is a directly authorised independent financial advice firm that places high value on meaningful client relationships. While we utilise technology to support efficiency, we firmly believe that face-to-face contact remains essential to delivering high-quality, personalised advice.
We are seeking self-employed financial advisers to join our team. This opportunity is suited to established advisers as well as advisers earlier in their self-employed journey. The ideal individual will be seeking a firm that shares their professional values and is now looking to align with a more client-focused business.
This is a remote role, with optional use of our Hereford office. We would therefore be interested in speaking with individuals regardless of their location or proximity to Hereford.
What We Offer
· Flexible and commercially attractive models tailored to the needs of experienced self-employed advisers
· Full ownership and control of your client relationships
· Remote working as standard, with optional access to our office in Hereford
· Fully Independent – we are not tied to a network or consolidator
· A collaborative, professional environment that puts the adviser-client relationship first
· Study support for those working towards Chartered status
· Paraplanning and compliance assistance
· IT support and access to core operational systems
· Support for business growth, if desired
Key Requirements
· Diploma-qualified (DipFS or DipFA)
· Own client bank
· CAS (Competent Adviser Status)
· Valid Statement of Professional Standing (SPS)
· A minimum of 3 years’ experience in a financial adviser role
· Consideration will also be given to advisers with less than 3 years’ experience, where they have developed their own client bank and previously worked in a technical capacity
If you are looking to join a business that values integrity, independence, and a client-first approach, we welcome your enquiry. Please get in contact with us via email at info@principlefp.co.uk
Job Type: Full-time
Pay: £50,000.00-£199,999.00 per year
Application question(s):
- Have you achieved DipPFS / DipFA?
- Do you have your own client bank?
- How many years experience do you have as a Financial Adviser?
- Are you currently operating on an Independent or Restricted model?
- Where in the UK are you currently situated?
Work Location: Hybrid remote in Hereford HR4 9AR
