Self Employed Financial Advisor
Our client is a Directly Authorised firm and is committed to helping you achieve your financial goals and unlocking your true prosperity. Here's what they offer:
1. 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.
2. Expertise and Experience: Benefit from the wealth of knowledge and experience their highly skilled financial adviser possess. With their guidance, you can navigate the ever-changing financial landscape with confidence, ensuring the best outcomes for you and your client's financial future.
3. Ongoing Client Guarantee: When it's time for you to retire, they offer an exclusive minimum 3x 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.
4. Dedicated Admin Support: Their commitment to your success goes beyond compliance oversight and retention rates. They provide dedicated admin support, helping you be more efficient and saving you valuable time. With full admin assistance, your meeting packs will be ready for annual reviews, allowing you to focus on building relationships with your clients.
5. Strong Partnerships for Lead Generation: They have built strong partnerships with leading industry players, including accountants, national mortgage brokers and lead providers such as Unbiased, and VouchedFor. This enables them to generate high-quality leads, ensuring a steady stream of potential clients who trust them with their financial future.
6. 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 that you can rely on them for the long term.
Please make contact with Lee Old for a confidential conversation.