Self Employed Financial Advisor

SelfEmployed CASStatus Financial Adviser

Location: London & East of England (Essex Suffolk & Hertfordshire) client base.
Engagement Type: SelfEmployed (with financial support package)
Earnings: Highly Competitive plus structured bonus and generous revenue splits

Overview

A respected UK wealth management firm is seeking an experienced CASStatus Financial Adviser with strong capability in LongTerm Care (LTC) planning. The business has an established reputation for ethical clientcentric financial planning supporting clients across investments retirement pensions protection and wider holistic advice needs.

This opportunity is ideal for advisers who want the freedom and earning potential of selfemployment whilst benefiting from a highsupport highreputation environment including a cashflow support system and full operational backing.

Key Responsibilities

• Deliver FCAregulated financial planning across pensions retirement investments protection and laterlife planning.
• Conduct full factfinds suitability assessments and prepare compliant reports.
• Provide specialist guidance in LongTerm Care advice.
• Build longterm client relationships focused on clarity trust and highquality service.
• Maintain full FCA compliance and accurate client records.

Requirements

• CAS Status (Competent Adviser Status) essential.
• Previous experience delivering regulated financial advice.
• CF8 or equivalent LTC qualification/experience.
• Strong technical knowledge in pensions investments and laterlife planning.
• Ability to work independently within a supportive collaborative environment.

What the SelfEmployed Route Includes

The firm offers one of the most comprehensive selfemployed support packages in the market including:

Financial & Operational Support

• Schedule D / SelfEmployed HMRC tax basis
• Monthly financial support for up to 6 months
• All paraplanning costs covered
• All Professional Indemnity (PI) insurance costs covered
• All system and technology costs covered
• No administration costs
• No FCA or FSCS levy payments required

Business Resources

• Full use of the firms office facilities
• Open access to all UK network locations for meetings and client hosting
• Stationery and business cards provided at no cost

Revenue Share

• 70% split on all new initial business generated
• 70% split on all new ongoing advice fees generated
• 50% split on business written from existing or referred clients

Additional Strategic Benefit: Future Exit / BuyOut Pathway

The firm offers a unique longterm succession structure:

• A junior adviser will work closely with the incoming adviser.
• Objective: to create a 35 year clientbank purchase option ideal for advisers anticipating an eventual exit or partial retirement.
• Particularly suited to Directly Authorised IFAs considering a structured planned succession route.

This has already delivered strong outcomes for advisers seeking longterm security while maximising the value of their client bank.

• Schedule D / SelfEmployed HMRC tax basis
• Monthly financial support for up to 6 months
• All paraplanning costs covered
• All Professional Indemnity (PI) insurance costs covered
• All system and technology costs covered
• No administration costs
• No FCA or FSCS levy payments required

Business Resources

• Full use of the firms office facilities
• Open access to all UK network locations for meetings and client hosting
• Stationery and business cards provided at no cost

Revenue Share

• 70% split on all new initial business generated
• 70% split on all new ongoing advice fees generated
• 50% split on business written from existing or referred clients

Additional Strategic Benefit: Future Exit / BuyOut Pathway