Looking to progress your career as a self‑employed financial planner? Find out more about this exciting new opportunity with Sterling & Law today! If you would like to talk with one of our advisers at a time that is convenient to you, please fill in this short form. If you are an experienced financial planner eager to advance your career and establish your own business within the financial services sector, Sterling & Law invites you to apply for this role. We are actively seeking a motivated and ambitious self‑employed Financial Planner to operate within the thriving financial hub of London and its surrounding regions. Are you proficient in taking clients through a detailed, rigorous financial planning process? Do you hold a broad range of experience in areas such as pension advice, IHT & estate planning, mortgage, protection, and wealth and investment management? If so, read through this job description and apply today.
Key Responsibilities
* Develop comprehensive, tailored financial plans for clients, factoring in their financial goals and future aspirations.
* Provide strategic financial advice and form innovative financial strategies to meet unique client needs.
* Guide clients on budgeting and financial management techniques, fostering improvement in their financial literacy.
* Keep a finger on the pulse of economic and financial developments that may affect client strategies and proactively respond to these changes.
Financial Planning Services You Will Provide
* Wealth Management: helping clients maximise and safeguard their wealth.
* Pension Advice: guiding clients on preparing for a financially secure retirement.
* Financial Planning: developing tailored financial strategies in line with clients’ objectives.
* Inheritance Tax Advice: aiding clients in reducing the tax burden on their estates.
* Estate Planning: ensuring the efficient transfer of wealth according to the clients’ wishes.
* Investment Management: helping clients make informed decisions to increase their wealth.
* Retirement Planning: assisting clients in preparing for a comfortable retirement.
* Equity Release: advising clients on accessing the value held in their property.
* Independent Mortgage Advice: helping a range of clients secure a mortgage.
* Protection Policies: advising on a range of business and personal protection policies.
Benefits of Being a Sterling & Law Adviser
* Competitive retainer packages, with tiered retention rates of over 80% of gross fees.
* Provision of essential hardware and software.
* Ongoing, first‑rate business development and financial training.
* Support from a proven marketing and administrative framework and access to award‑winning software packages.
* Flexible, remote working coupled with access to a wider team of financial professionals.
* Opportunity to contribute to the future direction of the company.
* Comprehensive paraplanning and compliance support.
Qualifications & Experience
* Proven experience with a strong track record in the financial services sector.
* Exceptional verbal and written communication skills.
* Adeptness in assessing and understanding diverse client needs.
* Ability to thrive in a challenging role, with drive and determination to succeed.
* Experience and wisdom to foster strong, lasting client relationships.
* A business‑focused mindset and solution‑oriented approach to problem‑solving.
* A willingness to develop and grow as a professional and work according to a business plan.
* Full understanding of investment risk when completing new client fact‑finds.
Professional Qualification Required
The Level 4 Diploma in Financial Services or equivalent is required.
Relevant Links
* Financial planning
* Wealth management
How to Apply
If you would like to apply for this role, please click the button below and get in touch.
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