Financial Planner
3 days ago
Are you a successful self-employed financial planner looking for a better arrangement? Do you have a client base with significant assets under management but feel undercompensated for your hard work?
We represent an independent and directly authorized firm that can help you thrive in the current market and beyond. Our firm offers:
- A competitive adviser split of 70% less a fixed monthly fee for office and PI costs.
- Autonomy to work at your own pace with flexible working hours and no targets.
- Access to and support from our director and other advisers.
- True Potential (TP) support and CRM system.
- Shared incoming enquiries and potential for an existing small client base to service and develop.
- Outsourced paraplanning and research at an additional competitive cost.
If you generate at least £100k worth of revenue each year and can retain your clients, providing evidence of your qualifications to practice, this opportunity might be the one you've been waiting for.
Requirements:
- A motivated and experienced financial adviser with an existing client bank to transfer.
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