Tate Recruitment
Self Employed - Independent Financial Advisor
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Self Employed - Independent Financial Advisor
(Acquisition/Partner Route)
Location: UK-wide - Remote
Salary: Flexible and very competitive - (Self-Employed, with splits and package open to negotiation)
I'm really excited to be partnering on this opportunity. It's a unique role that offers experienced Financial Advisors the autonomy to continue growing their client relationships while benefiting from flexible support, long-term succession planning options, and genuine commercial freedom. The combination of entrepreneurial spirit, flexible deal structures, and ambitious growth plans makes this a particularly compelling opportunity for the right individual.
The Role
Bring your client bank (minimum £20m AUM) and join a high-energy, commercially ambitious team where you can shape your own future. This opportunity offers genuine flexibility, whether your focus is on growing your business, planning for retirement or exit, or simply gaining autonomy away from restrictive environments.
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You’ll have access to full administrative, paraplanning, and compliance support if desired, or the option to operate with a lean structure to maximise your personal margins. The business operates with a commercially pragmatic, owner-led approach and is open to a range of deal structures, including the potential for a future client book buyout with multiples agreed collaboratively.
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Key Requirements
- Minimum £20m AUM (ideally £50m+)
- Proven track record managing and growing your own client base
- Client bank not subject to restrictive covenants
- Level 4 Diploma qualified (Chartered not essential)
- Background within an IFA environment
What’s on Offer
- High level of autonomy and flexible working (remote or office-based)
- Access to operational and administrative support (optional)
- Opportunity to “park” your business with long-term lifestyle or exit planning in mind
- Buyout potential
- Collaborative, down-to-earth culture with ambitious growth plans
Reach out to Claire for more information - claire.talty-huelin@tate.co.uk
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