IFA - Self Employed
Job Description
You will be provided with the essential systems, support and industry expertise that will allow you to improve your client outcomes in a post-RDR, FAMR and MiFID 2 world.
Our client has approx. 2.5bn AUM with just over 300 very happy advisers. They have consistently been in profit, have negotiated discounted product fees for the benefit of their clients and typically reinvest 300k back into technology to improve adviser efficiencies and the client experience. Putting your client's interests at the heart of everything they do is paramount. A great example of this is that they have negotiated market-leading platform terms with the likes of Aviva, Axa and Zurich, allowing clients to benefit from lower charges.
What makes this proposition stand out is our client's streamlined back-office system with focused fact finds and pre-populated suitability reports, this will reduce your administration time considerably. Their in-house paraplanners are available for you to use so that you can free up your time to concentrate on adding value to your clients and writing new business.
Efficiency
- Transition team supporting you with onboarding of clients from the get-go
- Smartphone (app) technology to record client meeting notes that is integrated with the back-office system
- Focused fact finds and pre-populated suitability reports
- In-house Paraplanning service
- Full back-office support with in-built research tools and cutting edge CRM technology
Proposition
- You own all of your clients
- Access to whole of market/independent products and providers
- Market-leading platform terms
- Regular regional meetings and CPD events
- Exit strategy / PBO (2retire)
Retention pay away rates based on your annual GROSS turnover:
- 75k - 23%
- 100k - 19.6%
- 125k - 16.48%
- 150k - 14.40%
- 175k - 12.91%
- 200k - 11.8%
Financials
- PI insurance covered with Nil EXCESS to pay on upheld claims
- Market-leading retention rates (up to 93%)*
- No Monthly fees
Marketing Support
- Full functioning website provided to help market your business
- Access to quarterly newsletters to develop and keep in contact with your clients and prospects
- Access to compliance approved marketing material
