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Financial Planner Opportunity
2 months ago
We are representing a firm that will help you to not only survive, but thrive and prosper in the current market and beyond.
You can benefit from:
- Adviser split starting at 70% rising to 80% (based on earnings)
- Completely flexible working hours with no targets
- Offices with bookable interview rooms
- Access to directors available on a daily basis
- Your own work area with desk, chair, phone, monitor, keyboard & mouse – would also suit a home based planner, just popping into the office once a week
- Printers and scanners (all ink and paper supplied)
- 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
- CashCalc - Direct input into the future of the company
- A succession plan to maintain continuity of the company
- Paid for leads/appointments
- Fair and equal distribution of company generated leads
- Outsourced Paraplanning & Research support
- Help and support with every aspect of your business
- An ethos of constant improvement to help our clients
If you are generating at least £100k worth of revenue each year and can retain your clients and provide evidence that you are qualified to practice, then this might be the opportunity you've been waiting for.
Contact Bren now for a confidential discussion on your future with CleverHR.
