(JH1) Independent Financial Advisor

Nationwide

Our client is a well-respected national independent financial adviser firm actively seeking experienced candidates to join their nationwide team of authorised financial advisors, with a view to expanding their reach throughout the United Kingdom.With £2.5bn FUM and influence with 238 advisers nationwide providing independent financial advice they pride themselves on the fact their advisers can use any product any provider. They recognise however that most of the business written is mainstream and therefore their IT and Compliance systems provide a streamlined, cost and time effective basis to operate.

Our client may offer the next step in your career and we would like to point out some key benefits they offer to help you grow your business, be more successful, increase your turnover, and make your practice more time-efficient:

  • Support with lead generation
  • In house Paraplanning service to free up your time to be more proactive
  • Pre approved fund list of 250 funds
  • Focused fact finds
  • Pre-populated suitability reports
  • You own all of your clients
  • Access to whole of market/independent products and providers
  • Market leading retention rates (up to 88.2%)
  • Market leading platform terms with the likes of Aviva, Axa and Zurich for pension and investment business allowing clients to benefit from lower charges
  • Full back office support with research tools and cutting edge CRM technology
  • PI insurance covered with NO EXCESS to pay on upheld claims
  • Full functioning website provided to help market your business
  • Access to quarterly newsletters to develop and keep in contact with your clients and prospects
  • Potential facilitation of practice buy out or purchase with a range of finance option
To move this forward we can arrange an initial telephone interview with our client, and prior to this give you a call to answer any initial questions you may have. We can also help you with ideas in order to develop your own client bank, bring funds under management for pension and investment business, build your professional connections and introducers.

Get in contact today for a confidential conversation with one of our qualified consultants.