Job Title: Independent Financial Advisor (Book-Bearing or Self-Funding)
Location: Hybrid - Has to pop into the office a couple of times a month
Salary: Up to £75,000 (flexible for the right individual)
Benefits: Flexible working, remote-first culture, discretionary bonus, beautiful HQ setting with free parking and refreshments
About the Company:
This UK division of a long-established international wealth management group is redefining its local presence. The business blends global scale with boutique values. Advisors are empowered, supported, and never micro-managed, with a genuine focus on personality fit and cultural alignment. If you like a laugh but take your clients seriously, you'll fit right in.
Role Summary:
We're looking for established advisors with an existing client book or strong self-funding ability to join a non-corporate, advisor-led wealth management firm. This is a genuinely flexible role, most of the team works remotely, with occasional visits to the HQ.
Key Responsibilities:
- Manage your own client portfolio: maintain autonomy while being supported by a close-knit leadership team
- Offer high-quality advice on retirement planning, equity release, and IHT: deepen relationships and build long-term client trust
- Contribute to business growth: leverage your network or book to drive new fee-based income
- Collaborate with other advisors: share insights, referrals, and keep the humour alive
Requirements:
- Minimum of Level 4 qualified (LIBF or equivalent) - higher qualifications welcomed
- Proven ability to bring or build a book!
- Strong expertise in retirement, equity release, and IHT planning
- Comfortable working autonomously with remote team support
- Personable, down-to-earth, and good-humoured - culture is key here