This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc. You own any clients you self-generate. On self-generated business, you receive 80%, with no fees and no network deductions (due to being a DA firm).
Alongside self-generated business, you will have the option to opt into receiving leads generated by the company. Their leads are pre-qualified with the client booking a time convenient for them and them already completing a fact-find. This successful setup enables them to have a 40% - 55% conversion rate from first appointment to written business.
Naturally, the firm are advocates of technology, enabling greater efficiency within the business. You will benefit from their systems which pre-populate forms, reviews, integrate directly to Zoom and automatically chase outstanding LOAs. However, you will also have support from their Administrators and Paraplanners where a personal touch is needed. Their current Financial Advisers are seeing significant reductions in time spent on administrat...