Self Employed Financial Advisor, East London

Overview Self‑Employed CAS‑Status Financial Adviser

– Location: London and East of England (Essex, Suffolk&Hertfordshire) client base. Engagement Type:

Self‑Employed

(with financial support package). Earnings: Highly Competitive, plus structured bonus and generous revenue splits.

A respected UK wealth management firm is seeking an experienced

CAS‑Status Financial Adviser

with strong capability in

Long‑Term Care (LTC)

planning. The business has an established reputation for ethical, client‑centric financial planning, supporting clients across investments, retirement, pensions, protection, and wider holistic advice needs. This opportunity is ideal for advisers who want the freedom and earning potential of

self‑employment , whilst benefiting from a high‑support, high‑reputation environment — including a cash‑flow support system and full operational backing.

Key Responsibilities

Deliver FCA‑regulated financial planning across pensions, retirement, investments, protection, and later‑life planning.

Conduct full fact‑finds, suitability assessments, and prepare compliant reports.

Provide specialist guidance in Long‑Term Care advice.

Build long‑term client relationships focused on clarity, trust, and high‑quality service.

Maintain full FCA compliance and accurate client records.

Requirements

CAS Status (Competent Adviser Status)

– essential.

Previous experience delivering regulated financial advice.

CF8 or equivalent LTC qualification/experience.

Strong technical knowledge in pensions, investments, and later‑life planning.

Ability to work independently within a supportive, collaborative environment.

What the Self‑Employed Route Includes The firm offers one of the most comprehensive self‑employed support packages in the market, including:

Financial&Operational Support

Schedule D / Self‑Employed HMRC tax basis

Monthly financial support for up to 6 months

All paraplanning costs covered

All Professional Indemnity (PI) insurance costs covered

All system and technology costs covered

No administration costs

No FCA or FSCS levy payments required

Business Resources

Full use of the firm’s office facilities

Open access to all UK network locations

for meetings and client hosting

Stationery and business cards provided at no cost

Revenue Share

70% split on all new initial business generated

70% split on all new ongoing advice fees generated

50% split on business written from existing or referred clients

Additional Strategic Benefit: Future Exit / Buy‑Out Pathway The firm offers a unique long‑term succession structure:

A

junior adviser

will work closely with the incoming adviser.

Objective: to create a

3–5 year client‑bank purchase option , ideal for advisers anticipating an eventual exit or partial retirement.

Particularly suited to

Directly Authorised IFAs

considering a structured, planned succession route.

This has already delivered strong outcomes for advisers seeking long‑term security while maximising the value of their client bank.

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