Self-Employed Independent Financial Adviser (IFA)

Location: London Central

Working Pattern: Hybrid or Remote (with bi-weekly/monthly office visits)

Earnings Guide: £60,000–£100,000+ (Dependent on AUM)

Structure: Self-Employed Model (with pathway to equity partnership)

About the Opportunity

We are working with a rapidly expanding national wealth management business - now over £6bn+ AUM following significant growth and multiple acquisitions. The firm operates a high-quality advice model with strong infrastructure, centralised operations and business management support, and a clear partnership track for senior advisers.

Due to ongoing expansion and succession planning, the firm is seeking an experienced Independent Financial Adviser (IFA) to join via their Self-Employed Partner Route, ideally bringing £10M–£15M+ transferable AUM.

This is a premium opportunity for an adviser seeking brand strength, national footprint, an elite advice framework, and genuine long-term partnership potential.

Key Responsibilities

• Manage and service your own client book, delivering holistic financial planning and ongoing advice
• Transfer and embed your existing clients into the firm’s advice proposition
• Develop new client relationships through referrals, networking, and business development
• Participate in regular one-to-ones with Business Managers on performance, growth, and professional development
• Work collaboratively with paraplanners, operations and support teams
• Ensure all advice is compliant, high-quality, and aligned with the company’s planning framework
• Optional: Support junior advisers, paraplanners, or trainees where relevant to your background

Ideal Candidate ProfileEssential

• £10M+ transferable AUM (minimum threshold for partner model consideration)
• Strong track record as an Independent Financial Adviser
• Confident managing and advising HNW clients
• Level 4 Diploma (DipPFS/Level 4 RQF)
• Ability to work self-sufficiently and operate within a high-performance advice culture
• Comfortable attending the London office bi-weekly or monthly

Desirable

• Experience growing AUM from both existing relationships and new business
• Chartered status (or working towards it)
• Experience mentoring junior advisers or leading advice quality conversations
• Ability to work productively during client contact restriction periods (if applicable)

Compensation Structure

• Earnings £60,000–£100,000+, depending on transferable AUM and production
• Self-employed structure with generous revenue splits
• Partnership invitation available once self-employed earnings reach a set target
• Employed model also available for candidates with smaller AUM (package dependent on book size and experience)
• Clear onboarding pathway for advisers with temporary client contact restrictions (e.g., interim paraplanning or non-client roles until contact resumes)

Working Model

• Hybrid or remote arrangement, with periodic London office visits
• Modern, centralised CRM/back-office and operations support
• Business Manager oversight for adviser development and performance
• National footprint with strong brand reputation and ongoing acquisitive growth

Why Join?

• Strong central support structure (paraplanning, operations, business management)
• AUM growth environment with referrals, brand strength and strategic acquisitions
• Long-term progression to equity partnership
• High-quality platform, tools and investment proposition (supported by the wider group)
• Ability to shape your practice while leveraging national infrastructure

Next Steps

If you are an experienced IFA with £10M+ transferable AUM and are looking for a high-calibre, high-support environment with genuine partnership potential, we would love to hear from you.

Apply now or contact us confidentially to discuss the opportunity in more detail.