Financial & Protection Adviser (Self-Employed)
Location: Ashford, Kent (Office Based) With Hybrid Working
Employment Type: Self-Employed
Remuneration: Competitive Self-Employed Package with Excellent Revenue Share
About Asset Wealth Advisory
Asset Wealth Advisory is an award-winning wealth management firm committed to delivering exceptional financial planning and outstanding client service. We pride ourselves on building long-term relationships with our clients and providing tailored advice across pensions, investments and protection.
Due to continued growth, we are looking for an experienced and qualified Financial & Protection Adviser to join our Ashford office.
The Role
This is an exciting opportunity for an ambitious adviser who enjoys building lasting client relationships while being supported with high-quality leads and a collaborative team environment.
You will provide holistic financial planning advice with a particular focus on:
- Pensions
- Investments
- ISAs and General Investment Accounts
- Protection Planning
- Life Insurance
- Critical Illness Cover
- Income Protection
- Family and Business Protection
- Estate and Retirement Planning
What We Offer
- Self-employed position with an excellent revenue share.
- Qualified client appointments and leads provided.
- Office-based role in Ashford with full administrative support.
- Dedicated paraplanning and administration assistance.
- Access to established systems and processes.
- Opportunity to develop your own client bank while servicing company-generated clients.
- Supportive and collaborative team culture.
- Ongoing professional development and CPD.
About You
The successful candidate will:
- Hold a minimum of the Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Be authorised to provide regulated financial advice or capable of becoming authorised.
- Have proven experience advising clients on investments, pensions and protection.
- Demonstrate strong knowledge of FCA regulations and Consumer Duty.
- Be highly organised with excellent communication skills.
- Be professional, personable and client focused.
- Have the ability to build trust and maintain long-term client relationships.
- Hold a full UK driving licence and be willing to travel to client meetings where required.
Desirable
- CAS (Competent Adviser Status).
- Existing client bank (although not essential).
- Experience using Quilter or other adviser platforms.
- Experience working within an independent or restricted advice firm.
Why Join Asset Wealth Advisory?
- Award-winning financial planning business.
- High-quality, qualified leads supplied.
- Excellent earning potential with attractive revenue share.
- Strong administrative and operational support.
- Opportunity to become part of a growing and ambitious firm where your contribution genuinely matters.
If you are a motivated Financial & Protection Adviser looking to maximise your earning potential while focusing on delivering exceptional client outcomes, we would love to hear from you.
Email the Firm Principal your CV- [email protected]
Pay: £24,420.00-£98,326.07 per year
Benefits:
- Employee mentoring programme
- On-site parking
- Profit sharing
- Work from home
Work Location: In person
