Financial Planner Opportunity with Flexible Working Arrangements

3 days ago


Wolverhampton, Wolverhampton, United Kingdom CleverHR Full time
Unlock Your Potential as a Self-Employed Financial Planner

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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