Join The TeamAre 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.
Affiliate OpportunitiesProviding 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.
Regular face to face sales, product and technical training ensure Affiliates continue to provide best advice and therefore best client outcome.
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.
Access to white-labelled marketing documentation can help Affiliates grow without spending time and money starting from scratch.
Selling Your BusinessClient 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.
Introducing ClientsProvide 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.