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Permanent

Self Employed Financial Planner / AR

mbf.
West Midlands
money-bag £10000 - £500000 Annual
Posted: 09 September 2026 (Today)
Closing date: 09 October 2026
Ref: 3171804754

Self-Employed Financial Planner / Appointed RepresentativeA 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 This is not simply somewhere to place your authorisation. The wider team works hard to make sure everything operates as smoothly as possible, allowing you to focus on your clients, your income and the future of your ..... full job details .....

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