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.
Requirements
Motivated, experienced Financial Adviser with existing client bank to transfer
Self Employed Financial Adviser, Bristol (BW-1615)
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