Financial advisers (partners) -award winning IFA network
Scotland, Northern Ireland, North East, Midlands, South West, North West
If you want to maintain/grow your adviser practice and your current earnings are in excess of 60K then our client will be of interest to you.
Our client provides the following benefits (amongst others):
•In house para-planning/admin service, featuring a state of the art DB transfer desk.
professionally packaged client marketing. •Low monthly FSCS Levy charge.
•Equity status in the business available.
•WOM for mortgage, protection and equity release business. wealth Platform Client Portal, providing live valuations across the market.
our adviser designed back o?ce system, Enable.
•Experienced head o?ce Partner support team.
•An 'impartial’ view on the market - over 280 agencies and data feeds across the market, meaning there is no requirement to move client monies at any point. fully guaranteed PII (no excess liability, now or in the future).
•A practical approach to compliance and a centralised Investment Proposition which includes a DFM service consisting of 5 managers - entry point is approximately £15k and can be spread across all 5 managers if required.
•Free of charge business growth/planning support.
learning Academy (launched in January 2018).
•Recognition that ownership of clients stays with the Partners.
•Multiple ways to join us as an RI, AR or Trading Style.
•Your own personalised website.
•Signi?cant client transfer/transition support.
•Quarterly Partner events and regular informal 'best practice’ meetings.
•A true Partnership culture design to support you and your business to provide great client outcomes in an environment where we do not take a penny from Investment partners or platform technology providers. •A unique and market leading client review process, which eliminates advisers admin time and maximises the engagement between an adviser and a client
Existing CF30 (Investment & Pension) competent Adviser status (C.A.S.)
Existing turnover more than £60,000 per annum