Job Description

Self‑Employed CAS‑Status Financial Adviser

Location: London & East of England (Essex, Suffolk & Hertfordshire) client base.
Engagement Type: Self‑Employed (with financial support package)
Earnings: Highly Competitive, plus structured bonus and generous revenue splits

A respected UK wealth management firm is seeking an experienced CAS‑Status Financial Adviser with strong capability in Long‑Term Care (LTC) planning. The business has an established reputation for ethical, client‑centric financial planning, supporting clients across investments, retirement, pensions, protection, and wider holistic advice needs.

This opportunity is ideal for advisers who want the freedom and earning potential of self‑employment, whilst benefiting from a high‑support, high‑reputation environment — including a cash‑flow support system and full operational backing.

Key Responsibilities

• Deliver FCA‑regulated financial planning across pensions, retirement, investments, protection, and later‑life planning.
• Conduct full fact‑finds, suitability assessments, and prepare compliant reports.
• Provide specialist guidance in Long‑Term Care advice.
• Build long‑term client relationships focused on clarity, trust, and high‑quality service.
• Maintain full FCA compliance and accurate client records.

Requirements

• CAS Status (Competent Adviser Status) – essential.
• Previous experience delivering regulated financial advice.
• CF8 or equivalent LTC qualification/experience.
• Strong technical knowledge in pensions, investments, and later‑life planning.
• Ability to work independently within a supportive, collaborative environment.

What the Self‑Employed Route Includes

The firm offers one of the most comprehensive self‑employed support packages in the market, including:

Financial & Operational Support

• Schedule D / Self‑Employed HMRC tax basis
• Monthly financial support for up to 6 months
• All paraplanning costs covered
• All Professional Indemnity (PI) insurance costs covered
• All system and technology costs covered
• No administration costs
• No FCA or FSCS levy payments required

Business Resources

• Full use of the firms office facilities
• Open access to all UK network locations for meetings and client hosting
• Stationery and business cards provided at no cost

Revenue Share

• 70% split on all new initial business generated
• 70% split on all new ongoing advice fees generated
• 50% split on business written from existing or referred clients

Additional Strategic Benefit: Future Exit / Buy‑Out Pathway

The firm offers a unique long‑term succession structure:

• A junior adviser will work closely with the incoming adviser.
• Objective: to create a 3–5 year client‑bank purchase option, ideal for advisers anticipating an eventual exit or partial retirement.
• Particularly suited to Directly Authorised IFAs considering a structured, planned succession route.

This has already delivered strong outcomes for advisers seeking long‑term security while maximising the value of their client bank.