Self Employed Advisor

Published 1 month ago

Job Description

We're supporting a DA firm with offices in East Sussex and Hertfordshire poised for exceptional growth.

Whether you're growing your client bank, servicing your existing clients, or looking for a place to sell your business and retire, this company is dedicated to supporting you throughout your journey as an advisor.

Private services include: Pensions, Investments, Tax Planning, Insurance, Estate Planning, School Fees Planning, Mortgages and Equity Release

Corporate Services Include: Commercial Finance, Pensions Planning, Business Protection, Employee Benefits. 

Ongoing Client Guarantee: When it's time for you to retire, they offer an exclusive ongoing buyout guarantee. This means you can have complete peace of mind, knowing that your clients will be taken care of by a trusted partner who shares your commitment to their financial well-being.

Fixed Cost Retention Rate:
Their unwavering dedication to building strong and lasting relationships is reflected in their impressive fixed cost retention rate. They strive to provide consistent value and support, ensuring you can rely on them long-term.

: You'll receive complimentary Paraplanning support to free up your time and enable you to spend more time looking after your clients. 

Personalised Service: Experience a client-centric approach where financial advice is tailored to suit your clients' unique needs. They take the time to understand your client's goals, aspirations, and dreams, providing a personalised experience every step of the way.

Expertise and Experience: Benefit from their highly skilled financial adviser's wealth of knowledge and experience. With their guidance, you can confidently navigate the ever-changing financial landscape, ensuring the best outcomes for you and your client's financial future.

Don't hesitate to get in touch with us for a confidential conversation.

Job Information

Reference JOB-1708
Created Published 1 month ago
Consultant Information Mark Frost