Financial Planner - UK Wide

We regularly speak with advisers who receive little to no support with administration, paraplanning, marketing, investments, branding, compliance etc (the list is endless).

Don't get me wrong I fully understand that sometimes it is difficult to let go of certain tasks, the pain of trusting someone else to do an important part of your role can be daunting. However, a big factor of growing your business is concentrating on the things 1) you enjoy and 2) you're really good at.

For the majority of advisers, we speak to, the "thing" they are brilliant at, is developing relationships with new and existing clients. So why, when you are brilliant at sitting in front of a client would you then spend hours, building reports, processing new business, generating your own leads?

Do you want to join a firm that is designed to do all of the heavy liftings for you?

You will have a team of specialist Advisers, an Investment Team which run a range of top performing funds.

You will have full independent access to the market, Paraplanners, Compliance professionals and Administrators, and a slick in-house database system with quality and proven marketing support.

We are looking to speak with IFA’s who are looking for a genuine partnership in the South West. You will be ambitious and hungry for growth and really want to take your business to the next level. You will be provided with the relevant financial support to enable you to recruit, have your own office or even undertake an acquisition.

This is a fantastic opportunity to be involved with a national, professional brand where you can share your ideas and take control of your growing business.

This is truly an IFA network run by IFA’s.

If you feel as though this could suit you contact Louise Bibb on 0117-9170-416