Financial Planner Opportunity with Flexible Working Arrangements
3 days ago
We are seeking a successful self-employed holistic Financial Planner to join our team at CleverHR. As a Financial Planner, you will have the opportunity to thrive and prosper in a dynamic and supportive environment.
Key Benefits:
- Competitive Adviser Split: Starting at 70% rising to 80% (based on earnings)
- Flexible Working Hours: Enjoy a completely flexible schedule with no targets or restrictions
- State-of-the-Art Facilities: Access to modern offices with bookable interview rooms, printers, and scanners
- Professional Support: Benefit from Three Sixty membership and support, Adviser Professional Indemnity Insurance excess covered, and Intelligent Office with Amazon Web Storage
- Research Tools: Enjoy free access to research tools, including Assureweb research, Selectapension research, DeFaqto Engage, FE Analytics, and CashCalc
- Opportunity for Growth: Direct input into the future of the company and a succession plan to maintain continuity
- Paid Leads and Appointments: Receive paid leads and appointments, as well as a fair and equal distribution of company-generated leads
- Outsourced Support: Access to outsourced paraplanning and research support
- Continuous Improvement: Be part of an ethos that prioritizes constant improvement to help our clients
If you are generating at least £100k worth of revenue each year and can retain your clients, providing evidence of your qualifications to practice, then this opportunity may be the perfect fit for you.
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