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OUR TEAM

We know that as a successful Financial Planner you want the best environment through which to provide your clients with the best possible service and advice.

We provide market leading technology, an advice process that is fit for purpose, administration assistance, a supportive compliance framework and a competitive financial package.

FINANCIAL PLANNERS
SELF EMPLOYED ~EMPLOYED

If you are a self employed or employed Financial Planner with a client centric approach to advising clients we would be very interested to talk to you about how we work.

SUPPORT STAFF
NON INDUSTRY OPPORTUNITIES
We are always keen to speak to good Administration Assistants and Para Planners.  For exceptional individuals there are opportunities to be put through a training programme and a time table of professional qualifications to become an adviser.

JOB OPPORTUNITIES

RETIRING IFA

Exit strategy for self employed IFA’s

Attractive valuation model

Option to remain employed and service existing clients 

 

SELF EMPLOYED IFA

Experienced Adviser

Has Existing Client Base

Buy Out Option

Supportive Framework

WE WOULD LOVE TO HEAR FROM YOU

If you are interested in joining out team please contact us

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