Independent Financial Planner - 90% Split + Strong Support

mbf.; West Midlands; On-site; GBP 60,000 - 120,000; Part time

Job summary

mbf. is inviting experienced self-employed Financial Planners and AR businesses to join a growing firm that offers autonomy and a supportive backdrop. You will focus on serving clients while the firm handles back-office so you can grow your business with retained control.

The proposition highlights generous fee splits from 75% to 90%, strong compliance, paraplanning and admin support, and help with transitioning from current networks.

Qualifications

• Established Financial Planners who have already built a successful client following or AR business.
• You may currently be operating as an Appointed Representative of a network.
• Looking for greater autonomy without having to build an entire infrastructure yourself.
• Fee splits starting at 75% and increasing to 90%, depending on income levels.
• First-class compliance, paraplanning and administrative support.

Responsibilities

• Autonomy over how you manage and develop your business.
• The firm offers first-class compliance, paraplanning and administrative support.
• Help with fees and the transition from your current firm or network.
• A growing team ensuring smooth operations so you can focus on clients and income.

Job description

mbf. is inviting experienced self-employed Financial Planners and AR businesses to join a growing firm that offers autonomy and a supportive backdrop. You will focus on serving clients while the firm handles back-office so you can grow your business with retained control.

The proposition highlights generous fee splits from 75% to 90%, strong compliance, paraplanning and admin support, and help with transitioning from current networks.