If you've built a career under a restricted model and you're now craving proper independence, this is your next step.
You'll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos - strong compliance and back-office support, but no corporate micromanagement. You'll finally be able to recommend what's right for your clients, not what's on a panel.
You can come in on an employed or self-employed basis. You'll have paraplanning, admin and compliance all handled in-house, plus modern tech and marketing support to help you grow your book your way.
You'll need:
You'll get:
This is your chance to take the skills you've honed under a restricted badge and finally use them without limits.
If this sounds like the role for you please contact Joanna Clark for a confidential conversation.