About

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo. Why Join This Wealth Management Firm? Remote-first flexibility with access to office space if preferred End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance A client-first advice proposition grounded in integrity and trust Consultative marketing and lead generation to support new business development A collaborative culture with continuous learning and development opportunities Cutting-edge tech including the XPlan POS system to streamline advice delivery Role Overview – Employed Independent Financial Adviser In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained. Key Responsibilities Deliver holistic financial planning using the Six-Stage Advice Process