Self-Employed Financial Adviser
Location: Remote, with access to office facilities in Hereford
Firm: Principle Financial Planning Limited
* INDIVIDUALS WITHOUT A CLIENT BANK OR A RELEVANT FCA APPROVED QUALIFICATION (DipPFS / DipFA) TO PROVIDE FINANCIAL ADVICE NEED NOT APPLY *
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.
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 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.
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.
Key Requirements
* Diploma-qualified (DipPFS 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 is preferred
* 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
What We Offer
* Flexible and commercially attractive models tailored to the needs of self-employed advisers, offering models suitable to both those with established client banks and those earlier on in their self-employed career
* Full ownership and control of your client relationships
* Remote working as standard, with optional use of our Hereford office
* 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
If you are looking to join a business that values integrity, independence, and a client-first approach, we welcome your enquiry.
To arrange an initial, confidential chat, please contact us via LinkedIn or email at info@principlefp.co.uk to express your interest.