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Role:
- Build a long-term practice around your own planning-led client book.
- Keep your current ongoing fee basis and work remotely from anywhere in the UK.
Support:
- Use the firm's full infrastructure, from fact-finds to portfolio monitoring.
- Tap into in-house cross-border, trust, and estate specialists.
Qualifications:
- Hold Level 4 Diploma as a minimum; Chartered or STEP is a strong positive.
- Have a current Statement of Professional Standing and a clean FCA record.
- Bring typically five or more years of advising and a transferable book of £15m-£100m.
Prestige IFA Jobs
A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.