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This advert isn't to convince you to go self-employed. You've taken that decision. It's either in you or it isn't. And right now, it's all you can focus on. But if you thought finding an employed job was tough, navigating the self-employed world can be a nightmare. Who do you trust? Are their hidden costs? Are you missing something? It's a world littered with broken promises, stalled careers and your neck on the line. That won't be your career here. The financial planner retention rates at this firm are absurdly high (less than 3% have left). How? It's not just their generous 80/20 split. It's not just the fact that the firm's fees are capped at £30,000. It's not even that there is funding on offer in the first 12 months whilst you ease into the business. It's because there's proper support. Leaving the employed world is daunting but unlike other businesses, you won't become isolated. You'll have managerial support. A player/manager who can support, guide and help you. They'll even help you get cases through in 48 hours - again unheard of. And you'll be part of a team with regular get togethers and peer to peer support. You'll have your own business but the help of like-minded individuals. It's an open business too. Want to speak to any of their current ARs? Not a problem. They even took the unusual step of inviting auditors in to check their advice processes were as robust as possible. Guess what? They aced it. And you'll have protection. Going self-employed is a huge move but they'll be by your side throughout the process. They want the best for your clients and for you. They won't encourage anyone to do anything that puts them or anyone else at risk, it's not who they are. Add in the ability to buy/sell clients and it's clear why this is the best exclusive adviser network out there. YOU: Unlike other firms there are parameters. You will have £20m AUM to transfer across in the first 2-3 years. You will abide by restrictive covenants but you must a) be confident of this and b) have a plan/evidence to support that confidence. You'll be level 4 qualified and have a preference for the DFM/MPS model. Your clients' assets will be held on DFM/MPS/platforms and you'll have limited exposure to DB advice. You'll also see yourself as a modern financial planner. ----------------------------------------------------------------------------------------- There's always more to consider and discuss in your position. So don't worry if you don't have a CV - just send us a way of getting in touch. We will be in touch to discuss your situation and this opportunity in more detail.
What flexibility means to you and what it means to your company are often two very different things. You don't expect the earth but it would be nice to drop your kids off in the morning and not be in a mad panic to start work. Or maybe you'd like condensed hours. Maybe you'd like to work a 4 day week. You'd at least like the choice. But too often the response is "well if we give it to you we have to give it to everyone else". This firm is one that says "well, yeah". They offer hybrid working (3 days in the office). But there's even some flexibility here (e.g. 2 days instead) or for someone really good, a remote option. Whilst the preference is hybrid they do have a remote mortgage adviser and they're open to another. But for training/team meeting purposes it would be best if you're in the North West and can get to Stockport easily enough. It's 9-5:30 Monday to Thursday and 9-5 on Friday but that's not set in stone. Some work 9:30-6, others 10-6:30. Whatever works for you can work for them. They're also open to condensed hours or a 4 day working week. (It's worth noting that you do work 9-1 every other Saturday but you get that time off in lieu during the week. And what's more, you'll do those appointments from home) Maybe this empathetic approach to leadership is one of the reasons that the average tenure of their mortgage advice team is 9 years. But that's not all. They get the fundamentals right. They have a team of relationship managers who fill your diary for you. And they fill it with good stuff too, filtering out those leads that don't make the cut. You'll get to focus your time on finding solutions for people, not chasing leads. And there's a support team on hand too. So you won't be chasing your own business. And it's video/telephone based. So you're not wasting time travelling/sitting in traffic. Salary is £28,000 - £30,000 but they can also offer a guaranteed bonus of £500pm for the first 6 months. They have two bonus schemes worth c£1,000 per month, although their best earner pulled in £2,000 last month alone. There's also an incentive scheme for sign ups from their 15 estate agency offices. This was worth £200 to one adviser last month. Not bad eh? HERE'S WHAT YOU'LL NEED: Well, at this company you don't need to be hugely experienced. In fact as a business they like working with advisers towards the start of their career. But you must have a decent track record of performance. And a steady career history. In return you'll get to work somewhere where you are treated as a grown up. Where there's no micro-management or office politics. No sat in an office five days a week because your boss doesn't trust you. A business where you'll have a full diary, realistic expectations placed on you and a manager with empathy/common sense. Sounds good doesn't it? Click apply and send us a way of contacting you if you don't have an up to date CV. We'll tell you everything else you need to know. Everyone will receive a response.