About the Role
We are seeking experienced and ambitious financial professionals to join our network of independent advisors. As a valued member, you will enjoy autonomy and flexibility to manage your business while benefiting from our support.
Our established international organization manages over $1 billion in assets under administration, providing a stable foundation for your business ambitions.
The role offers:
* Autonomy and Flexibility: Retain 100% ownership of your clients while enjoying the benefits of our industry-leading fee split.
* Increased Revenues: Unlock higher short, medium, and long-term income through competitive pricing for your clients.
* Cost Efficiency: Benefit from our comprehensive support services at no additional cost, handling regulation, licensing, compliance, administration, and technical support.
* Business Asset Creation: Build a valuable, saleable business asset with a clear exit strategy.
* Client-Centric Approach: Enjoy open architecture, allowing fund, product, and provider selection.
* Control: Define your own fee structures and explore terms of business across multiple providers.
Qualifications
* 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
* Qualified professionals: IFAs, Wealth Managers, Financial Planners, Financial Advisors, Private Client Managers, Asset Managers, IFAs.
* Entrepreneurs: Individuals seeking autonomy and independence to establish or expand their own IFA business.
Equal Opportunity Statement
We are committed to diversity and inclusivity.