Financial & Protection Adviser (Self-Employed)
Location: Ashford, Kent (Hybrid – Office & Home Based)
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 team.
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.
This is a hybrid role, allowing a combination of office-based and home working, with regular attendance at our Ashford office and travel to client meetings where required.
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.
- Hybrid working with access to our Ashford office.
- Dedicated administration and paraplanning support.
- Modern systems and technology.
- Opportunity to develop your own client bank while servicing company-generated leads.
- Ongoing professional development and CPD.
- A supportive, collaborative and ambitious team environment.
About You
The successful candidate will:
- Hold a minimum of the Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Hold Competent Adviser Status (CAS).
- Have proven experience advising clients on pensions, investments and protection.
- Demonstrate a strong understanding of FCA regulations and Consumer Duty.
- Have excellent communication and relationship-building skills.
- Be self-motivated, professional and client-focused.
- Hold a full UK driving licence and be willing to travel to client meetings.
Desirable
- Existing client bank (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 an attractive revenue share.
- Full administration and paraplanning support.
- Hybrid working offering flexibility alongside a collaborative office environment.
- Opportunity to join a growing and ambitious firm where your contribution is genuinely valued.
How to Apply
If you are passionate about helping clients achieve their financial goals and are looking for an opportunity with excellent earning potential and quality leads, we'd love to hear from you.
Please send your CV and a covering email to:
Asif Hussain
Director
Email: [email protected]
Pay: £24,420.00-£98,326.07 per year
Benefits:
- Financial planning services
- Free parking
- On-site parking
- Work from home
Work Location: Hybrid remote in Ashford TN24 8DH
