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Self Employed Adviser

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Location

london

Salary Competitive
TypePermanent
WorkplaceOn-Site
Ref88329

Independent Financial Adviser (IFA) – Self-Employed
London | High-Quality Client Base | Exceptional Infrastructure

An established, highly selective wealth management boutique in Central London is offering an exclusive opportunity for an experienced Independent Financial Adviser to join their private office model on a self-employed basis.

This is ideal for a high-calibre adviser seeking a refined environment, discretionary investment proposition, and first-class support—without the constraints of a traditional corporate structure.

What’s on Offer:

  • Prestige platform: Access to a sophisticated investment office with in-house DFM, technical support, and tailored portfolios
  • Exceptional back-office: Dedicated admin, compliance, and paraplanning support included
  • Office presence in Mayfair: Optional use of a discreet, high-spec client space in Central London
  • Self-employed model: Full autonomy over client relationships, with generous revenue share and low overheads
  • Client access: Option to inherit or be introduced to suitable clients, depending on cultural and commercial alignment

Ideal Profile:

  • Level 4 Diploma in Financial Planning (Chartered status desirable)
  • Minimum of 3 years’ experience as an IFA
  • A consultative, client-first approach to planning and relationship management
  • Comfortable advising on investments, pensions, protection, and IHT/estate planning
  • Able to bring or build your own client base over time (no requirement to “buy in”)

Why This Opportunity?

This boutique wealth office was created to give high-quality advisers a permanent, secure home without exit pressures or arbitrary targets. You’ll join a network of like-minded professionals and enjoy the freedom to grow your business while maintaining the highest standards of client care.

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