Role: Partner/Owner-Track Financial Adviser/Planner
Start: Q3 2026
Location: Essex / Hertfordshire / Cambridgeshire - Hybrid / Remote with Office Available
Authorisation: Directly authorised, independent advice firm offering advice on Pensions, Investments, Mortgages and Protection
The proposition
An opportunity for a high-quality, experienced Financial Adviser to build long-term equity and profit participation in a modern, independent, directly authorised advice firm.
What you bring
- Minimum 5 years’ experience in providing Pensions, Investments, Mortgage and Protection advice (Chartered Status preferred but not essential)
- Minimum Level 4 qualified / CeMAP
- A client-first, outcomes-focused approach aligned to Consumer Duty
- Entrepreneurial in nature but seeks the security of regular income
- Ambition to build something meaningful and sustainable
- A ‘can do’ attitude to developing a business
- High professional standards, ethics and integrity
This is not a volume sales role. It is a long-term planning and ownership role.
What the firm provides
- Fully funded, independent advice proposition
- Direct Authorisation, governance and regulatory oversight
- Support to maximise adviser capacity
- Clear advice standards, client journey and service model
- Technology and workflows that support advice (not replace it)
- A culture built around professionalism, integrity and client outcomes
You focus on advice and relationships — the firm carries the infrastructure.
Reward & ownership pathway
This role combines:
- Regular income (security)
- Performance-linked profit participation (upside)
- Defined pathway to equity participation (long-term value)
Partner-track progression is based on transparent milestones, such as:
- Advice quality and Consumer Duty outcomes
- Sustainable recurring revenue contribution
- Client retention and service delivery
- Cultural and leadership alignment
Equity is earned, not promised — and structured to reward long-term commitment.
Who this is not for
- Advisers seeking short-term OTE maximisation
- Commission-only or sales-led operators
- Individuals looking for autonomy without accountability
Next steps (confidential)
An initial conversation to explore:
- Your advisory background and ambitions
- How you would like ownership to work in practice
- Whether there is genuine alignment on quality, values and growth
Discretion assured.
• Please mentioned Financial Planning Today Jobs when applying for this role •
