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Financial Adviser

Role overview

Qualifications

  • Level 4 Diploma in Financial Planning
  • Experience as a Financial Adviser with a proven ability to generate your own business
  • Comfortable embracing technology and digital tools to enhance efficiency
  • Existing client bank (circa £5m+ AUM) is desirable

Responsibilities

  • Build and grow your own client bank
  • Focus on building client relationships and writing business
  • Utilize advanced technology platform for operational efficiency
  • Engage with businesses and introducers using corporate financial health check tool

Key facts

Hard skills

Other skills

  • Communication
  • Problem Solving

About the company

Premier Jobs UK logo

Premier Jobs UK

  • Financial Services
  • Startup
  • 11–50
Welcome to the company profile for Premier Jobs UK on LinkedIn. Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry. Our Key Areas include: Regulated Financial Sales Investment Consultants Mortgage Advisors Training Personnel Compliance Officers Sales Management Banking Administration Estate Agency Telesales General Insurance Sales Directors Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process. Premier Jobs UK act as preferred recruiters for many of the major financial services companies and high street banks across the UK from new trainee to director level. All information is treated in the strictest confidence.

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Job description

Financial Adviser – Fully Remote | Self-Employed | Build Your Own Practice
This Financial Adviser job offers a genuine opportunity to grow your own client bank within a progressive, technology-driven network that removes the administrative burden and regulatory headaches from your day-to-day life.

As a Financial Adviser, you'll join a growing fintech network designed for ambitious Financial Advisors who want to focus on what they do best – building client relationships and writing business. They have desire to back driven advisors who have their own business plan and route to market through referrals, networking, introducers, or workplace connections.

What makes this Financial Adviser opportunity interesting?
The network's technology platform is where this opportunity truly stands out. Automated form pre-population, integrated video meetings, automated LOA chasing, and direct provider integrations cut admin time dramatically – meaning you spend more time in front of clients and less time on paperwork. This isn't basic CRM functionality; it's a genuinely advanced platform that gives you back hours in your week.

You'll also have access to a corporate financial health check tool that's highly effective for approaching businesses and professional introducers, helping you generate quality leads from your own efforts. It's proven to be an excellent door-opener for workplace engagement.

Flexibility to build your brand
Choose between operating as a Representative Individual under the network brand, or as an Appointed Representative with your own trading style and fee structures. Either way, you receive the same exceptional support, competitive splits, and freedom to grow your practice your way.

While some overflow leads are available from the network's digital marketing for their RIs, this Financial Adviser role is ideal for hungry Advisors who are actively building.

Financial Adviser Requirements
- Essential: Level 4 Diploma in Financial Planning
- Essential: Experience as a Financial Adviser with a proven ability to generate your own business
- Essential: Comfortable embracing technology and digital tools to enhance efficiency
- Desirable: Existing client bank (circa £5m+ AUM), although not a strict requirement

The Company
This directly authorised network has built a reputation for combining traditional advice quality with good technology. The business provides holistic wealth management across pensions, investments, protection, and mortgages, with a particular strength in supporting advisors who want autonomy without isolation.

Financial Adviser Benefits
- Self-employed role with uncapped earning potential - OTE of £60,000 - £100,000+
- 80% commission on self-generated business; 50% on any company-generated leads
- No fees – PI, FCA levy, and FSCS all included (minimum production required)
- Full paraplanning, compliance, and administrative support provided at no extra cost
- AR option available for advisors wanting to build their own brand
- Access to advanced technology platform and corporate engagement tools
- Fully remote – work from anywhere in the UK

Location
Nationwide – fully remote Financial Adviser position

If you're a driven Financial Adviser ready to grow your practice with the backing of a modern, supportive network, we'd love to hear from you

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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