Go self employed properly | Clients belong to you | Leads provided

There are two types of advisers this role suits perfectly.

• Advisers who are already self employed but want better splits, stronger support and clearer succession planning

• Employed advisers with a client following who want to go independent without taking unnecessary risk

This proposition provides the infrastructure, lead flow and long term security that makes that transition realistic.

The Commercials

• 70:30 split up to £200,000 recurring

• 80:20 split above £200,000

• Admin and paraplanning included as standard

• Compliance and file checking included

• No forced investment proposition

• Transparent fee structure

You keep the majority of the revenue you generate while plugging into a full advice infrastructure.

A genuine route into self-employment

For advisers currently employed, the biggest concerns tend to be:

• Losing support

• Losing lead flow

• Compliance responsibility

• Administration burden

This model solves those problems.

You retain the upside of self employment, but with a full operational machine behind you.

Leads and clients provided

A major focus for the business is helping advisers grow.

You will benefit from:

• Structured lead generation

• Dedicated new business support

• Marketing infrastructure

• Referrals through a wider professional network

• Support converting opportunities into clients

If you want to scale your book, there is a system behind you to help do it.

Full back-office support

All included as standard:

• Dedicated paraplanning team

• Client onboarding support

• Annual review team

• Compliance and file checking

• In house estate planning support

• Mortgage and equity release specialists

• Technical support

• CRM and IT support

• CPD and training systems

You spend your time advising clients, not writing reports or chasing paperwork.

Independence

• You own your clients

• You can leave with your clients

• No restrictions on funds, DFMs or platforms

• No requirement to use house portfolios

Many advisers use the in house investment solutions, but the choice is always yours.

Two features advisers particularly value:

Guaranteed buyout

A contracted minimum multiple of ongoing fees on qualifying clients at retirement or death.

Deferred income participation structure

A percentage of annual income allocated into a long term value pot

Withdrawable periodically

Paid out at retirement or death

This creates real long term value alongside annual earnings.

Who is this for?

• Advisers with a client bank or following

• Employed advisers considering independence

• Self employed advisers wanting stronger infrastructure

• Planners producing £100k+ recurring income

• Advisers thinking about building long term value in their business

Typically advisers join for one of three reasons:

• They want to keep more of the revenue they generate

• They want support without losing independence

• They want certainty around succession and exit value

This model provides all three.

Portman Financial People jobs

Financial Planner, Clients Provided