Senior Financial Consultant

1 month ago


Bristol, Bristol, United Kingdom CleverHR Full time

Seeking Senior Financial Professionals in Bristol

This opportunity is designed for senior-level financial professionals looking for a change. As a self-employed financial planner, you will enjoy autonomy and flexibility while benefiting from our support and resources.

The arrangement features:

  • A 70% share of fees minus a fixed monthly fee for office and PI expenses.
  • Total control over your schedule, with no performance targets or quotas.
  • Ongoing support from our director and other team members.
  • Access to True Potential's TP software and CRM system.
  • Potential shared leads and opportunities to grow your existing client base.
  • Option to outsource paraplanning and research tasks at a competitive rate.

We require applicants to demonstrate extensive experience in the field, generating £100k+ in revenue annually, and holding relevant qualifications.



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