Independent Financial Adviser (Generalist Role – Remote)
MyWealthHelp – Trading style of Pensionhelp (Chartered Financial Planners)
Salary: £50,000 + bonus
Location: Remote (UK) | Occasional office attendance for training/meetings
About the Role
MyWealthHelp is seeking a general Independent Financial Adviser to provide broad, holistic financial advice across investments, pensions, protection, and long-term financial planning.
This does not involve defined benefit pension transfer work and is ideal for an adviser who enjoys varied, full-spectrum client advice. Supported by the Chartered status and regulatory strength of Pensionhelp, you’ll work with a diverse client base, helping individuals plan, invest, and secure their financial futures.
This is a remote role suited to a motivated adviser who values independence, professionalism, and strong client relationships.
Key Responsibilities
* Deliver holistic, independent financial advice across a broad range of areas
* Analyse clients’ financial positions and create tailored recommendations
* Provide ongoing review and suitability assessments
* Build and maintain strong, long-term client relationships
* Work independently while contributing to a collaborative advisory team
Qualifications & Skills
* Proven experience providing general independent financial advice
* Strong technical understanding of investments, pensions, protection, and broader planning strategies
* Excellent communication and relationship-building abilities
* Ability to assess financial data and produce clear, compliant recommendations
* Minimum Level 4 qualification in financial advice
* e.g., CII Diploma in Regulated Financial Planning (DipPFS), LIBF DipFA, or CISI IAD
* Self-motivated and comfortable working remotely
Remuneration & Benefits
* £50,000 salary
* Advisor bonus scheme
* Pension contribution matched to 5% (7% after 5 years)
* Death in service: 4x annual salary
* 23 days annual leave
* Annual leave purchase scheme
* Birthday off with pay
* PerkBox membership