Give us a call on 0117 379 0818

Self Employed Financial Adviser, Bristol (BW-1615)

£ - £
Are you a successful self-employed holistic Financial Planner but feel that you deserve a better arrangement than your current one?
Do you have a client base with significant AUM but from which you are not reaping the rewards of your hard work?
We are representing an independent and directly authorised 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 of 70% less a fixed monthly fee for office and PI costs.
  • Autonomy to work at your own pace, flexible working hours with no targets
  • Access to and support from the director and other advisers 
  • True Potential (TP) support & CRM system.
  • Some leads are provided - incoming enquiries generated are shared amongst the advisory team, with potential for an existing small client base to service and develop.
  • Outsourced Paraplanning & Research at an additional competitive cost
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.
  • Motivated, experienced Financial Adviser with existing client bank to transfer
  • Level 4 Dip as a min, with CAS and SPS
Employment type: 
Self Employed
Financial Planning
Reference Number: