Established in 2002, they are one of the largest IFA companies in the South East and specialise in providing independent and unbiased whole of market financial advice to individuals, professionals and companies, regarding all aspects of personal and corporate financial planning. They have built their success upon a reputation for providing high quality impartial advice and offer clients a clearly defined proposition and a first-class ongoing service proposition.
Our client offers a fantastic proposition for self-employed advisers, or employed advisers that are looking to take the leap into the self-employed market. Retainers are available for the first 18 months for advisers that have clients to move across so they can work without the worry of fees coming in.
Our client offers advisers a great IFA proposition with the opportunity to develop their own professional practice, plus one of the best support packages in the industry and earnings expectations in excess of £100k p.a.
They offer consultants the advantages of providing fully independent financial advice, whilst enjoying an exceptional package of benefits. They attract experienced industry professionals who wish to benefit from an opportunity to influence and shape their future within a dynamic, forward looking company.
Through their Equity Participation Scheme, a substantial part of the company is owned by their consultants. Their strategy is for each member of the team to benefit from the exceptional opportunity to build capital as a result of the company’s growth and the successful development of their own independent financial advice practice.
They offer generous self-employment terms that really reward success, their remuneration package and support services they offer makes our adviser proposition one of the very best in the industry.
Pay rates from the Company to the Consultant for Total Gross Income are as follows:
Total Gross Income Consultant /Pay Rate
£0 - £80,000 = 70%
£80,001 - £150,000 = 80%
£150,001 and above = 100%
Their comprehensive administration support enables our consultants to work more productively by helping them to spend more time with clients and less time on paperwork-
Full para-planning service
Electronic new business processing
Pipeline chasing
Adviser fee payment tracking & reconciliation
Marketing assistance and facilitation
Client services support
Comprehensive day-to-day support
Event organisation
Full post induction training course
Continuous professional development
Specialist training programmes covering the full spectrum of retail investment products
IHT, complex pensions & corporate advice training
Comprehensive I.T. training & support
If you would like more information on this fantastic proposition then please apply today and one of our consultants will be in touch.