Financial Planning Expert

3 weeks ago


Bristol, Bristol, United Kingdom CleverHR Full time

We are seeking a motivated and experienced Financial Adviser to join our team at CleverHR. As a self-employed Financial Planner, you will have the autonomy to work at your own pace and enjoy flexible working hours with no targets.

You will benefit from a 70% adviser split, a fixed monthly fee for office and PI costs, and access to our True Potential (TP) support & CRM system. You will also have the opportunity to work with a directly authorised firm that will help you to thrive and prosper in the current market and beyond.

Requirements:

  • Motivated, experienced Financial Adviser with an existing client bank to transfer.

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 opportunity might be for you.



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