Bosworth Wealth Management
Self- Employed Financial Advisor
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About Bosworth Wealth Management
Bosworth Wealth Management provides straightforward, honest and professional financial advice, supported by robust analysis, modern technology and a highly client-focused approach. We specialise in financial planning, retirement planning, investments and inheritance tax planning, helping clients achieve long-term financial confidence through tailored advice and ongoing support.
As a growing business, we have invested heavily in our infrastructure, compliance framework, technology and support teams, allowing advisers to focus on delivering great client outcomes and growing their businesses.
The Opportunity
We are seeking an experienced Self-Employed Financial Adviser to join our growing team. This opportunity is ideal for advisers looking for the flexibility of self-employment combined with the support and resources of an established firm. Our systems and processes are designed to minimise administration and maximise the time advisers spend advising clients and generating revenue.
Why Join Us?
Dedicated Support
Our advisers benefit from experienced administration, paraplanning and compliance support, allowing them to focus on building relationships and delivering advice rather than paperwork.
Modern Technology
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We utilise technology and efficient processes to streamline the client journey, improve productivity and reduce administrative burden.
Proven Earnings Potential
The advisers who have joined our business have significantly exceeded their original earnings expectations. By combining strong support, high client retention and efficient systems, we help advisers maximise their income potential.
Strong Client Retention
Our focus on service and long-term relationships helps advisers build sustainable recurring income and long-term business value.
Succession Planning Support
We understand that advisers are often thinking about the future of their clients as well as their own retirement plans. We have successfully acquired the client bank of a retiring adviser, enabling them to transition towards retirement over a planned 3–5 year period. This provided fair compensation for the adviser while ensuring their clients continued to receive high-quality advice and support.
Key Responsibilities
- Deliver holistic financial planning advice.
- Build and maintain long-term client relationships.
- Provide advice on pensions, investments, retirement and inheritance tax planning.
- Develop tailored financial planning solutions.
- Conduct regular client reviews.
- Maintain regulatory and compliance standards.
- Develop new business opportunities through referrals, professional connections and existing networks.
- Work closely with our administration and compliance teams to provide an excellent client experience.
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What We're Looking For
- Level 4 Diploma qualified as a minimum.
- Previous experience as a Financial Adviser.
- Strong knowledge of pensions, investments and financial planning.
- Excellent communication and relationship-building skills.
- Professional, ethical and client-focused approach.
- Self-motivated and commercially minded.
- Comfortable using financial planning and CRM systems.
What Makes Bosworth Wealth Management Different?
- Strong compliance support without unnecessary bureaucracy.
- Dedicated administration and paraplanning teams.
- Technology that makes advisers more productive.
- High client retention rates.
- Advisers who have exceeded their expected earnings after joining.
- A flexible self-employed model.
- A genuine succession solution for advisers planning their future.
If you are an ambitious adviser looking for a firm that values adviser success, invests in support and technology, and provides a clear path for long-term growth, we'd welcome a confidential conversation.
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