Self Employed Financial Planner / AR

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

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

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 business.

A growing business that has retained its culture

The company remains relatively small and personal, but has doubled in size over the past four years and now employs approximately 80 people.

Importantly, it has maintained a strong ratio of employed support staff to Advisers, creating the infrastructure needed to deliver on its promises.

Another 15 Advisers are already set to join, building on the number of successful self-employed Advisers and AR businesses that have moved across from networks, national firms and other advice propositions.

That growth has not come from offering something nobody else can put on paper.

Plenty of businesses can advertise attractive fee splits, support and independence.

The difference is that this firm consistently delivers what it promises and is 100% committed to making sure that remains the case as it continues to grow.

Management understands that every new Adviser must be properly supported. Growth will never be allowed to come at the expense of the people already within the business or the service they receive.

Who this could suit

The opportunity is aimed at 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
• Working on a self-employed basis within a national or regional firm
• Managing an established client book but feeling frustrated by your current support
• Looking for greater autonomy without having to build an entire infrastructure yourself
• Considering a move because your current proposition is creating more problems than it solves

You will be expected to bring an established client following and recurring income, but the firm will go above and beyond to make the transition worthwhile.

If you are looking for a new home for your clients and your business, this is an opportunity to find out why so many successful Advisers are choosing this firm over their existing networks and the other options available in the market.

The proposition is strong, but it is the people behind it and their commitment to consistently delivering what they promise that makes the real difference.