| Position |
We are interested in talking to an Experienced Financial Adviser to join our team of independent financial advisers |
| Status |
Self Employed (but with good admin backup etc) |
| Location |
Based at a home office but with access to our Cranleigh office for meeting clients/researching client files etc |
| Role |
We have large numbers of customers on our books and we need to contact them with a view to turning some into clients who require an ongoing service |
| Specialist |
We encourage our advisers to develop a specialist advice area such as investments, pensions, holistic financial planning, care fees funding, mortgages, equity release etc |
| Enquiries |
We receive new enquiries via our existing clients and our actively managed websites. These are shared amongst our advisers. |
| Income |
Based (a) on a percentage of the new fees/commission produced for the company together with (b) a percentage of the fund based/renewal income/ongoing fees produced for the company, plus (c) a percentage of the existing fund based/renewal income/ongoing fees attaching to existing customers/clients transferred to the adviser. In time we would expect the majority of the adviser's earnings to come from fund based/renewal income/ongoing fees. |
| Qualifications |
Level 4 qualification preferred. We will consider a candidate who is capable of getting level 4 qualifications in time for the start of the RDR, or an adviser with a transferrable client bank who is planning to exit the industry by the end of 2012. |
| Experience |
This could be as an IFA or tied adviser. We prefer someone with the ability to self-generate clients and not be completely reliant on our existing customers/introductions. |
| Platform |
The Nucleus Wrap is our platform of choice for our clients although we use the Cofunds Fund Supermarket for customers who invest less than £20,000 in total. |
| Admin |
Once a client has completed any application forms our Support Team takes over the administration. |
| CPD |
We run monthly half day Advisers' Team Meetings and encourage our advisers to continue studying and become specialists in a particular area of advice. |
| Minimum Income to Company |
Once established, we would expect this person to produce no less than £75,000 a year of income for the company but the potential is far beyound that for the right person. |
| Software |
We provide 1st Adviser Office, The Exchange, Aequos Engage, Selectapension, Paraplanning Online and Morningstar Adviser Workstation. |
For an initial discussion please forward your CV |
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