They were created as a result of their board’s disappointment with Private Banks and Financial Advisors. They concluded that these firms were more concerned with generating fees and commissions for themselves, rather than providing the committed service that successful, busy individuals and their families require. They are independent, their advice is impartial and their fee structure is transparent. Their approach is simple: They build trusted relationships and focus all their energy on helping you achieve your life goals, whatever they may be.
You will have the chance to work with a number of high net worth clients as you build your portfolio from a large selection of leads and the support of diploma qualified paraplanners. There is an opportunity for someone with a background in financial services to establish them selves as a successful IFA alongside the mentor-ship of highly experienced advisers
What is Needed
- Dip qualified
- A background in financial services as an adviser
- Client bank is preferred