About

If you’ve built a career under a restricted model and you’re now craving proper independence, this is your next step.You’ll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos — strong compliance and back-office support, but no corporate micromanagement. You’ll finally be able to recommend what’s right for your clients, not what’s on a panel.You can come in on an employed or self-employed basis. You’ll have paraplanning, admin and compliance all handled in-house, plus modern tech and marketing support to help you grow your book your way.You’ll need:Level 4 Diploma (minimum) and FCA-authorised statusA solid track record in advice – ideally from a restricted model like SJP, Quilter, or similarA desire to work truly independently while maintaining structure and supportYou’ll get:£60k–£150k+ OTEFull back-office and paraplanning supportHybrid or fully remote workingPractice buy-out option when you’re ready to exitFreedom to serve your clients properly – for onceThis is your chance to take the skills you’ve honed under a restricted badge and finally use them without limits.If this sounds like the role for you please contact Joanna Clark for a confidential conversation.