Give holistic advice across pensions, investments, protection and retirement planning to women who often haven't had advice before. You choose your hours, and we send you a steady flow of clients who have chosen to get advice.
At a glance
Role
Self-employed independent financial adviser (IFA)
Hours
Flexible, you choose
Location
Remote
Pay
Commission
Clients
Introductions from Welleness, plus your own
Advice areas
Pensions, investments, protection and retirement planning
of UK financial advisers are women
...yet women are part of around 60% of advised client relationships.
Source: FCA, Understanding the advice market: financial advice firms survey 2025, published April 2026
Welleness was founded by women who saw how often we're underserved by traditional financial advice. Talked over, talked down to, or simply not reached at all.
We're here to change that. Women come to Welleness for a free financial health check and use Elle, our AI assistant, to make sense of their money. When they're ready for advice, we introduce them to an adviser who understands the realities of balancing work, family and everything in between.
You'll give holistic, independent advice to Welleness clients across pensions, investments, protection and retirement planning. Many will be new to advice, so your patience and plain English matter as much as your technical knowledge.
It's a self-employed role. You set your hours and working pattern, with compliance support behind you.
Running fact-finds and needs analysis, with care for clients who are new to advice or unsure of the process
Researching and recommending suitable products and strategies across pensions, investments and protection
Producing accurate, compliant suitability reports
Delivering ongoing reviews so your advice stays suitable as clients' lives change
Keeping your pipeline and CRM records up to date
Staying on top of CPD, regulatory changes and new products, and maintaining your Statement of Professional Standing
We're building a home for female advisers who want flexibility, meaningful work and colleagues who understand. Here's what that means for you.
School runs, part-time weeks and non-traditional hours all work here. You decide how much you take on, and you can change that as your life changes.
Introductions to women who have done a free financial health check and chosen to get advice. You're free to bring and service your own client bank too.
Clients share their situation with Elle, our AI assistant, before they reach you, so your first meeting gets straight to what matters.
Compliance and admin support, so more of your time goes on advising and less on paperwork.
Advice can be a lonely job when you work for yourself. Here you're part of a group of female advisers who share cases, swap ideas and back each other up.
Help women who are often left out of financial advice, with a competitive commission structure that rewards the work you do.
If most of these sound like you, we'd love to hear from you.
You hold the Diploma in Regulated Financial Planning (Level 4 minimum) and have IFA experience, ideally having held CAS
You're self-motivated and happy managing your own client relationships
You explain things clearly, especially to clients approaching advice for the first time
You care about making financial advice accessible to women
You're happy working remotely
Yes. School runs, part-time weeks and non-traditional hours all work. You choose how much you take on.
Yes. Alongside introductions from Welleness, you're free to bring and service your own existing client bank.
It's a self-employed role paid on commission. We'll talk you through the commission structure when we speak.
Of course. Get in touch and we'll keep you up to date as we grow.
Get in touch through our contact page and tell us a little about yourself and your experience. Please mention the self-employed independent financial adviser role, and we'll be in touch for an informal chat.
Apply nowSee all roles at Welleness