Experience Financial Freedom as a Self-Employed Financial Advisor
About the Role:
Join our network of established and experienced financial advisors who have unlocked their full potential by joining our organization. As an independent financial advisor, you will be able to manage your business with greater work-life balance, retaining 100% ownership of your clients while benefiting from our support.
Responsibilities:
* Autonomy and Flexibility: Manage your business independently, allowing for better control over your workload and personal life.
* Increased Revenues: Our industry-leading fee split allows for higher income, ensuring your long-term success.
* Cost Efficiency: We enable competitive pricing for your clients, making your services more attractive and increasing revenue.
* Business Asset Creation: Build a valuable business asset with a clear exit strategy, allowing for future growth and investment opportunities.
* Client-Centric Approach: Benefit from open architecture, providing fund, product, and provider selection, resulting in increased client satisfaction.
* Control: Define your own fee structures and explore terms of business across multiple providers, maximizing your earnings.
* Comprehensive Support: Our team handles regulation, licensing, compliance, administration, and technical support at no additional cost, freeing up your time for high-value tasks.
* Positive Work Environment: Our organization promotes a culture free from micromanagement, toxicity, targets, or unnecessary reporting, ensuring a healthy work-life balance.
* Daily Payments: Receive your fees, trails, and commissions promptly, ensuring timely payment and reduced financial stress.
* Brand Identity: Develop and establish your own brand as a valued business asset, enhancing your reputation and credibility.
Qualifications and Skills:
To be considered for this opportunity, you must possess the following qualifications and skills:
* Financial qualifications equivalent to CISI minimum standards, EFA, QFA, Diploma, or Chartered status.
* A solid business plan, a developing client pipeline, or transferable Assets Under Management (AUM).
Required Skills:
The ideal candidate will possess the following skills:
* IFAs, Wealth Managers, Financial Planners, Financial Advisors, Private Client Managers, Asset Managers, IFAs.
* Entrepreneurs seeking autonomy and independence to establish or expand their own IFA business.
* Existing Firms looking to grow through advantageous terms of business and global licensing.
Equal Opportunity Statement:
Our organization is committed to diversity and inclusivity, ensuring that all candidates are treated fairly and without bias.
Contact Us:
If you are interested in learning more about this opportunity, please reach out to us.