- Pay
- £70–170k
- Where
- Cheltenham, GB · GB · Remote · Remote
- Level
- Mid
Ready to own your own Financial Planning business?
This opportunity is designed for experienced employed Financial Advisers who want to transition into owning their own Ltd company — with backing, structure, and a safer route than going it alone.
Advisers operate as director-owners of their own businesses , supported by the firms established infrastructure covering regulation, compliance, technology, and operational support. This allows advisers to focus on clients, planning, and growth, while building genuine long-term value.
Proven adviser success
One adviser joined the framework 38 months ago after leaving an employed role. Today, their business generates £700,000+ per year in recurring fees , employs three staff , and operates as a profitable, scalable firm with a clear long-term exit path.
Why advisers choose this model
Business funding (not personal debt) to support the transition
A reasonable living wage during the early years up to £100,000
FCA permissions, compliance oversight, and PI insurance
White-labelled CRM, planning tools, and client portal
Marketing, paraplanning, and practice-management support
Real business ownership with equity and exit value
Who this suits
This is best suited to advisers who are technically strong, commercially minded, and motivated to build a business rather than remain employed long-term.