Financial Adviser jobs in Westerham

EB Associates Group Ltd (trading as Edward Bond Associates) is an FCA-regulated financial planning firm based in Canary Wharf, London. We're looking for a self-employed Financial Adviser to join our practice on a Contract for Services basis, providing regulated financial advice to a supported client bank across the UK.

Why Advisers Join Us

Most self-employed advisers spend half their week finding clients and the other half writing reports. We take both off your plate:

• Client meetings provided at no cost to you. We generate and book qualified appointments directly into your diary, so you never pay for leads or have to fund your own marketing.

About the Role

As a Practice Financial Adviser, you'll build and manage your own client bank, giving holistic financial advice on pensions, investments, protection and related products. You'll be self-employed and engaged on a contract for services basis. You'll work autonomously, with meetings supplied and full paraplanning included at no cost, plus our practice's administrative, marketing and technical support.

Key Responsibilities

• Meet with clients face-to-face or virtually across the UK to understand their financial goals and circumstances, using the appointments we provide
• Recommend suitable plans and services, including pensions, investments, protection and general insurance
• Complete fact-finds and work with our paraplanning team to deliver illustrations and recommendations to FCA-compliant standards
• Manage an ongoing client bank, including regular reviews and proactive contact
• Grow your business further through client referrals
• Maintain accurate client records and safeguard client data in line with GDPR and data protection requirements
• Attend practice meetings, 1:1s and training/CPD sessions to stay current with regulatory and product knowledge
• Uphold FCA conduct standards and the firm's compliance and quality standards at all times

What We're Looking For

• Level 4 Diploma in Regulated Financial Planning (or equivalent) with a current Statement of Professional Standing (SPS)
• Relevant FCA authorisation, Consumer Credit Licence and Data Protection (ICO) registration, or the ability to obtain these
• Proven experience advising on pensions, investments, protection and/or mortgages
• Strong communication and relationship-building skills, with a professional and presentable manner
• Self-motivated and comfortable working autonomously as a self-employed adviser

What We Offer

This is a self-employed, commission-based role. Full details of the reward package will be discussed with successful candidates during the interview process.

• Client meetings provided at no cost, with qualified appointments booked straight into your diary
• Full paraplanning at no cost, covering research, suitability reports and case preparation
• A supportive monthly retainer plus performance-related earnings as your client bank grows
• Full administrative support, including filing, application processing and pipeline management
• Client support, including client allocation and marketing to your client bank
• Sales management support, including regular 1:1s, performance reviews, a personal development plan and in-field coaching
• Professional office environment and technology, including email, website, financial planning/illustration software and standardised templates and communications
• The opportunity to build long-term value in your own client bank over time

Location, Contract & Working Pattern

• Based at our office in Canary Wharf, London, with travel to client meetings across the UK
• Self-employed / contract for services (you are not an employee of the firm)
• Flexible, self-managed working pattern typical of a self-employed adviser role, alongside required attendance at practice meetings and training

Pay: £60,000.00 per year

Work Location: Hybrid remote in Canary Wharf