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Financial planning (ifa) administrator

Gloucester
Principle Financial Planning
Financial planner
Posted: 24 May
Offer description

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. 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. Own client bank
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


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
Remote working as standard, with optional use of our Hereford office
Fully Independent – we are not tied to a network or consolidator
To arrange an initial, confidential chat, please contact us via LinkedIn or email at info@principlefp.

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