Self-employed financial adviser

  • Portman Financial People
  • Sep 01, 2025
Full time Banking Finance

Job Description

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.