Financial Planner

2 months ago


Bristol, Bristol, United Kingdom CleverHR Full time
Unlock Your Potential as a Self-Employed Financial Adviser

Are you a successful self-employed financial planner looking for a better arrangement? Do you have a client base with significant assets under management but feel you're not reaping the rewards of your hard work?

We're representing an independent and directly authorised firm that will help you thrive and prosper in the current market and beyond.

You can benefit from:

  • A competitive adviser split of 70% less a fixed monthly fee for office and PI costs.
  • Autonomy to work at your own pace, flexible working hours with no targets.
  • Access to and support from the director and other advisers.
  • True Potential (TP) support & CRM system.
  • Some leads are provided - incoming enquiries generated are shared amongst the advisory team, with potential for an existing small client base to service and develop.
  • Outsourced Paraplanning & Research at an additional competitive cost.

If you're generating at least £100k worth of revenue each year and can retain your clients and provide evidence that you're qualified to practice, then this might be the opportunity you've been waiting for.

Requirements:

  • Motivated, experienced financial adviser with existing client bank to transfer.


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