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Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.


Join a team of highly experienced Investment & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes from recommendation from our long-standing clients and relationships with private banks, accountants and other professionals.

Independent Financial Advisers
Self Employed

Not all advisory practices are the same. Aegis uses the vast experience of it’s founders to forge an environment for clients and advisers alike that is truly different.


Aegis Financial Planning Ltd ( are seeking a Financial Adviser to join fast-growing team across the UK.


We are a privately owned and Independent Unrestricted Wealth Manager, with a specialist team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients. 


We offer independent, unrestricted access to the whole of the market. 


You will be tasked with offering an exceptional level of client service for client’s financial planning requirements across a variety of products with an unrestricted market approach. 


Benefits of Working with Aegis Financial Planning Ltd:

  • Flexibility to build a successful business for yourself

  • Innovative exit strategies

  • Administrative Support

  • Company Structure where all benefit from capital value

  • Robust but common sense Compliance support

  • Technical Department and commitment to adviser development including DB permissions

  • Industry leading income split

  • Introducer Agreement and Remunerations in place

  • Large amount of Leads Provided

  • Great work life balance

  • Fun



  • Level 4 Diploma Qualified or Equivalent, as minimum

  • Chartered Financial Planner preferable or an enthusiastic approach to progress to Chartered level

  • Own client base, preferable but not essential

  • Worked in a financial adviser level role within a wealth management or IFA environment or relevant financial services institution.


For immediate consideration for this Financial Adviser role please forward your CV at Aegis Financial Planning Ltd.

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