Self Employed Financial Planner / AR

Self-Employed Financial Planner / Appointed Representative

A better home for you, your clients and your business

Successful Financial Planners do not always move because they need more clients or a higher fee split.

Sometimes, they simply want fewer headaches.

Fewer “misunderstandings” about what was agreed. Fewer broken promises. Fewer operational problems getting in the way of looking after clients and running a successful business.

This growing financial planning firm offers experienced self-employed Advisers and established AR businesses a genuine alternative to the larger networks.

You will retain the autonomy to run your business as you see fit, supported by good, honest and down-to-earth people who do what they say they will do.

The proposition

The firm offers:

• Fee splits starting at 75% and increasing to 90%, depending on income levels
• Autonomy over how you manage and develop your business
• First-class compliance, paraplanning and administrative support
• Help with fees and the transition from your current firm or network
• A strong operational infrastructure designed to make your working life easier
• Experienced people who understand the realities of running an advice business
• The opportunity to grow without losing control of what you have already built