Independent Financial Adviser

9 hours ago


Sevenoaks, United Kingdom Ortus PSR Ltd. Full time

Independent Financial Adviser (Self-Employed | Whole of Market | Client Ownership)Are you a confident, self-motivated Financial Adviser seeking autonomy and flexibility, without sacrificing professional support or client service standards?Join a well-established wealth management firm offering whole-of-market access, full paraplanning and admin support, and a genuine partnership model that puts your business goals and your clients at the heart of everything.This is the perfect platform for advisers who want to own their clients, enjoy uncapped earning potential, and build their brand within a respected directly auhtorised firmLocation: UK-wide (fully remote or hybrid options available)Work Type: Self-employed,Compensation StructureWe offer a transparent and competitive revenue share model tailored to how you generate your business:60/40 Split – On clients you bring (you retain 60%, and you own the client)40/60 Split – On clients introduced or bought by the firm (firm retains 60%, and owns the client)50/50 Split – On internal referrals from the firm’s professional network (firm owns the client) No pressure. No restrictive ties. Just fair value for your contribution.ResponsibilitiesProvide holistic financial advice across pensions, investments, protection, tax planning, and moreBuild and maintain strong client relationships based on trust and long-term valueConduct full fact-finds, suitability assessments, and client reviewsUse the firm’s tech stack and support team to streamline your client servicingStay compliant with FCA guidelines and internal governance proceduresRequirementsLevel 4 Diploma in Financial Planning (minimum)Strong client-facing and relationship-building skillsComfortable with business development and prospecting (for self-sourced clients)Whole-of-market or IFA experience preferredSelf-driven, ethical, and client-focused mindsetBenefitsWhole-of-market proposition – freedom to recommend what's best for your clientsFull paraplanning and administrative support – focus on advice, not paperworkClient ownership – for clients you sourceTech-enabled infrastructure – fully remote-capableUncapped earnings – aligned with your effort and success #J-18808-Ljbffr



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