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- Join a team of over 255 IFA’s with 400+ dedicated support staff!
- HNW Client Lead supply
- Unparalleled back-office support,
- Assigned paraplanners, administrator, and a dedicated pension transfer team
- Latest streamlined technology.
- Self-generated business 60% in your favour
- Leads provided 40% in your favour.
- Self-generated clients will be ring-fenced ensuring that the client ownership remains with you.
- Field-based position, you will have the freedom and flexibility to manage your own workload and establish yourself with your respective region.
- Existing clients + high level of qualified leads
- Competitive split
- Full back-office support (Dedicated Paraplanners/Admin/Pension Transfer Team)
- Ring fence self-generated clients
- Level 4 Diploma (Chartered desirable)
- Strong track record providing Financial Advice
- Ability to work independently
- Commercial focus to maximize opportunities presented
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.