Recruitment
We are currently looking for Financial Planners.
If you are already a financial adviser, consider yourself to be at the top of your game and are ready to take the next step and become a Financial Planner, then we would like to hear from you.
Clearbox, our brand new financial planning system, is second to none. If you are already a good financial adviser then we can turn you into an excellent financial planner. Our fully documented procedures come with training manuals and in-house training on all the new techniques required. We can also teach you how to move away from commission and towards fee-based financial planning.
Financial planning is about delivering real value to clients and helping them to meet their goals. Happy clients stay with you for longer and make more referrals.
Our financial planning system delivers consistently excellent service across the whole client base. We have fantastic tools that make behind scenes work like research, portfolio analysis and tax calculations much more efficient. Our processes automatically ensure compliance with the Treating Customers Fairly directive and reduce your administrative burden.
You don’t have to sacrifice your independence to enjoy all this support.
For an initial conversation and to find out more, call Jason Ransted on 0845 021 7000.