Are you a skilled and ambitious Financial Planner who is frustrated with your current network? Do you feel restricted by the products available? Do you feel that the support provided does not justify the fees you need to pay? If so, this new offering could be of interest.
Our client has constructed a new proposition which allows the Advisor to focus on delivering a client centric service to their portfolio. You are provided with full administrative, technical and compliance support as and when required. In addition, the Business Support and Development team with work with you to develop Client Origination strategies, marketing campaigns and on line presence. The proposition will allow you to deliver a first class financial advisory and wealth management service to your clients.
We would be keen to hear from frustrated Advisors who are currently operating within a network and have control over their client portfolio. We realise that this will be a major decision and our client is committed to providing all information, costings and benefits at the earliest possible opportunity.
All enquiries are treated in the strictest confidence and progress is made at the pace dictated by you.
This offering will allow you to take control of your business and to find a suitable work/life balance.