Independent Financial Adviser

2 weeks ago

Hereford, United Kingdom Principle Financial Planning Limited Full time

**Self-Employed Financial Adviser**

Location: Remote, with access to office facilities in Hereford

Firm**:Principle Financial Planning Limited**

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.

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 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.

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.

**What We Offer**
- Flexible and commercially attractive models tailored to the needs of experienced self-employed advisers
- Full ownership and control of your client relationships
- Remote working as standard, with optional access to our office in Hereford
- 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

**Key Requirements**
- Diploma-qualified (DipFS 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
- 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

Pay: £50,000.00-£199,999.00 per year

Application question(s):

- Have you achieved DipPFS / DipFA?
- Do you have your own client bank?
- How many years experience do you have as a Financial Adviser?
- Are you currently operating on an Independent or Restricted model?
- Where in the UK are you currently situated?

Work Location: Hybrid remote in Hereford HR4 9AR

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