We are currently recruiting advisers
If you are already a successful Financial Planner or Wealth Manager we want to talk to you. No doubt you already meet the new qualification requirements and have a track record of business success but we can help you develop your business further. We may even help you improve your proposition and relationship with clients.
- Business planning and strategy
- Marketing and sales support to target professional connections and corporate clients
We are large enough to have all the systems and processes you need but still small enough to give each adviser the individual attention required.
We also cater for Mortgage only advisers and have a wealth of experience in that area.
For an initial conversation and to find out more, call Jason Ransted on 0845 021 7000 or email your CV to email@example.com.