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Financial Planner Opportunity
2 months ago
We are seeking a successful self-employed holistic Financial Planner to join our team at CleverHR. If you are generating at least £100k worth of revenue each year and can retain your clients, this opportunity might be the perfect fit for you.
As a self-employed Financial Planner, you will have the freedom to work in a completely flexible environment with no targets. You will benefit from:
- A competitive adviser split starting at 70% rising to 80% (based on earnings)
- Access to our offices with bookable interview rooms and a comfortable work area with all necessary equipment
- Outsourced Paraplanning & Research support to help you grow your business
- A succession plan to maintain continuity of the company
- Fair and equal distribution of company generated leads
- Paid for leads/appointments
- Direct input into the future of the company
We offer a range of benefits, including:
- Three Sixty membership and support
- Adviser Professional Indemnity Insurance excess covered
- Intelligent Office with Amazon Web Storage
- Company DropBox with access to templates and client facing documents
- Free access to research tools including Assureweb research, Selectapension research, DeFaqto Engage, FE Analytics, and CashCalc
Our company ethos is centered around constant improvement to help our clients. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to get in touch with us for a confidential discussion.
