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Self-employed financial adviser

Portman Financial People
Posted 14 days ago, valid for 5 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • We are an independent financial planning firm seeking an experienced financial planner/adviser with a proven client base.
  • The position offers a generous 75:25 split and full client ownership, allowing you to retain your clients now and in the future.
  • Included paraplanning and admin support enables you to focus on advising rather than paperwork.
  • Candidates should be comfortable working on a self-employed basis and must have a commitment to delivering independent, client-focused advice.
  • This role provides uncapped earning potential and the opportunity to grow your business confidently.

About Us

We’re a directly authorised, fully independent financial planning firm committed to giving advisers the freedom, tools, and support they need to thrive. With paraplanning and admin included, you’ll have the time and resources to focus on what matters most – your clients.

What We Offer

  • Generous 75:25 split, giving you more of what you earn
  • Full client ownership retained, your clients are yours, now and in the future
  • Paraplanning & admin support included, spend your time advising, not chasing paperwork
  • Fully independent & directly authorised, and privately owned so no restrictive panels or tied products
  • Supportive, professional team, you run your business, we’ve got your back

Who We’re Looking For

  • Experienced financial planner/adviser with a proven client base
  • Confident building and maintaining client relationships
  • Comfortable working on a self-employed basis with uncapped earning potential
  • Committed to delivering truly independent, client-focused advice

The Opportunity

If you’re an adviser who values autonomy, client ownership, and genuine independence, this role gives you everything you need to run and grow your business with confidence. You’ll benefit from a generous split, back-office support, and the freedom to advise without restrictions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.