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London, Greater London
Financial planner
Independent Financial Adviser

Independent Financial Adviser

Portman Financial People

Posted 3 days ago, valid for a month

London, Greater London EC3V 3LA, England

not provided

Full Time

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Sonic Summary

The position is for a Self-Employed Financial Planner based in London, offering full client ownership.
Compensation includes commission splits ranging from 70:30 to 85:15, with additional support for paraplanning and administration.
Candidates are encouraged to have prior experience in financial planning, although the specific number of years is not stated.
There is an option for an equity stake in the firm and financial assistance for transitioning into the role if needed.
The firm also offers a practice buyout at retirement and allows planners to trade under their own brand or the firm's brand.

Self-Employed Financial Planner London

? Full client ownership
? Splits from 70:30 up to 85:15
? Paraplanning & admin support provided as standard
? Optional equity stake
? Financial assistance for transition if required
? Practice buyout at retirement
? Trade as AR or RI your own brand or ours
? Optional CIP (actives & passives)

Were an independent firm offering experienced Financial Planners the freedom to run their business their way with the support they need to thrive.

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