We
are always on the look out for talented, friendly
Advisers to join our team. We are keen to talk to
individuals who are professional and extremely ethical,
who want to focus on advice and not administration, and
who wish to look after new and existing clients.
The Company's areas of expertise focus on investment and
tax planning for the retired and those approaching
retirement, although we cater for a whole spectrum of
clients and their relevant needs. Obviously
it would be better if new advisers had their own
transferable client bank but with or without this,
provided you are prepared to invest the required effort
to build your business, marketing support is available
which includes our very successful seminars. In
addition, a quantity of "orphaned" clients and
prospects would be made available to new Advisers. Once an adviser has proven their
worth it is very common for them to inherit the clients
from retiring Consultants under a fee/commission sharing
agreement. We are looking for
individuals who hold at least the full Financial
Planning Certificate and are committed to achieving
Diploma level and beyond, and who ideally have a proven
track record, whether tied or independent. We are
prepared to consider individuals who do not have
relevant experience but have an unfaltering, but not
misplaced, belief in their own ability. We
believe our support systems are second to none offering
successful Advisers the very best back-up facilities
which include preparation of compliance approved
reports, highly qualified technical support, full IT
support and back-up, marketing campaign support and
significant administrative processing. As
part of our expansion plans we currently have a limited
number of vacancies around the country. |
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