Financial Planner, Clients Provided
Go self employed properly Clients belong to you Leads providedThere are two types of advisers this role suits perfectly.• Advisers who are already self employed but want better splits, stronger support and clearer succession planning • Employed advisers with a client following who want to go independent without taking unnecessary riskThis proposition provides the infrastructure, lead flow and long term security that makes that transition realistic.The Commercials• 70:30 split up to £200,000 recurring • 80:20 split above £200,000 • Admin and paraplanning included as standard • Compliance and file checking included • No forced investment proposition • Transparent fee structureYou keep the majority of the revenue you generate while plugging into a full advice infrastructure.A genuine route into self-employmentFor advisers currently employed, the biggest concerns tend to be:• Losing support • Losing lead flow • Compliance responsibility • Administration burdenThis model solves those problems.You retain the upside of self employment, but with a full operational machine behind you.Leads and clients providedA major focus for the business is helping advisers grow.You will benefit from:• Structured lead generation • Dedicated new business support • Marketing infrastructure • Referrals through a wider professional network • Support converting opportunities into clientsIf you want to scale your book, there is a system behind you to help do it.Full back-office supportAll included as stan
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!