Work With Us

Supporting you so you can grow your business.

Join The Team

Are you hard working, driven and professional?

Our Advisers thrive on the opportunity to meet people and help them protect, enhance and manage their wealth. Each Adviser that chooses to partner with us will receive ongoing support to ensure that they are able to grow and offer their clients the best service possible in a post-RDR world.

Whether looking for an employed or self employed role, our Sales Development Director and Managers aim to develop our Advisers as individuals and enhance their business strategies to achieve success and provide the peace of mind that growing your business will reward you.

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  • Access to an in-house client engagement team
  • A team environment - competitions, forums and conventions
  • Pipeline administration support
  • An online client management system available on all IT platforms
  • A well marketed brand supporting your business
  • An experienced paraplanning service
  • A competitive bonus and commission structure
  • An enhanced salary package for loyalty and performance
  • Not having any validation (after an initial period)
  • A fee charging structure to make your business more profitable
  • Uncapped earnings including ongoing income
  • A work / life balance that suits your requirements

Affiliate Opportunities

Providing like minded individuals control and autonomy with our support and guidance.

An affiliation with us, helps benefit those Advisers or small businesses who want to be their own brand and make their own decisions within their business but reduce risk by being guided by us. A major positive of why people chose to join as an Affiliate is they can negotiate a higher rate income structure due to the aggregation of the Group. We can add value to an Affiliate by providing an ongoing service which includes:

Business Planning Support

Business Planning sessions provide the knowledge and confidence that Affiliates are moving in the right direction, and when they are not, obtaining the support to get them back on track.

Sales Support

Regular face to face sales, product and technical training ensure Affiliates continue to provide best advice and therefore best client outcome.

Compliance Support

Scheduled one-to-one and group compliance visits help Affiliates provide advice with the peace of mind that they are operating in a compliant manner.

Marketing Support

Access to white-labelled marketing documentation can help Affiliates grow without spending time and money starting from scratch.

Selling Your Business

Client continuity is key.

Selling your business may be one of the hardest and important decisions you may make in your business life. When choosing a potential buyer, there may be lots of criteria that you may want to achieve to ensure that you get a deal that you are happy with whilst providing a seamless transition for your clients.

We have a track record of successfully purchasing and integrating businesses into the Group and always welcome a discussion with anyone looking to sell their business.

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  • We calculate an indicative valuation, which represents today’s value of the fees and commission that might be earned in the future.
  • In purchasing your future income streams the value of this is influenced by a number of factors.
  • There is no single multiplier of income as the value is based on many variables, such as the age profile of your clients, the average fee income and the additional costs that we will incur will all have an impact on the value that we will attribute to a business.
  • A Restricted Financial Planning business with fee income of £100,000;
  • This comprises on-going income of £75,000 from 75 clients and £25,000 new business from 15 clients;
  • The indicative valuation and maximum loan available to the buyer would be £241,000;
  • This represents a multiple of 3.21x ongoing income
  • An Independent Financial Planning business with fee income of £100,000;
  • This comprises on-going income of £65,000 from 50 clients and £35,000 new business from 15 clients;
  • The indicative valuation and maximum loan available to the buyer would be £173,000;
  • This represents a multiple of 2.66x ongoing income

Introducing Clients

Provide your business with a wide range of benefits, helping you achieve your plans for the years ahead.

Whether you are a solicitor, accountant, estate agent, or in fact any professional connection who would like to introduce business to us through referrals, we provide an honest, professional and transparent service which can provide your business with a wide range of benefits.

Introducing clients can provide you with the opportunity to develop and grow your business without incurring any additional costs. You can increase your service offering by providing either a full financial advisory product range or mortgage advice for your clients from a local, qualified adviser which can lead to improved brand reputation and client relationships.

  • Competitive remuneration structure
  • Clear, monthly remuneration statements
  • Local and qualified adviser(s) available to work with your business
  • Simple, quick web based referral process
  • Bespoke, dual-branded marketing materials
  • Regular pipeline and updates available
  • No upfront or ongoing costs
  • Training, marketing and ongoing support
  • Direct contact with Directors and Client Service Team
  • No financial or compliant risk or liability to your business
  • No obligation first appointment during the day or evening
  • Local, qualified adviser
  • First class advice and administrative service
  • Industry leading products
  • Clear and transparent ongoing service offering

Get In Touch

Call 0345 184 9292 or fill in the form below