We are building a national IFA with affinity values, support and a unique payment structure.
Including directors, staff numbers are growing and all dedicated to helping, supporting and guiding the advisers. Our aim is to maintain a business efficient ratio of 10 advisers to one member of staff which means that advisers retain more. As well as seeking advisers in different geographical locations, we are looking for advisers with complementary skills and specialisms.
Truly Independent is an expanding business providing a unique environment for independent financial advisers across the UK. We have ambitious growth plans and are passionate about providing clients with extraordinary service. Our brand name specifically reflects the expectation of new and existing clients for their advisers to be unbiased and unrestricted. We can offer clients a full range of solutions across the market.
We are looking for self motivated, self employed independent financial advisers (IFA’s) who meet this criteria:
Have 2 years experience and achieved Competent Adviser Status (CAS)
Hold current Statement of Professional Standings (SPS)
Be IT literate
Willing to work from home or own office
Diligent enough to manage their own time, business relationships and themselves
Capable of building a business model based around client support
Accepting of compliance and who thrive best with structure and order
Appreciative of quality, brand and professionalism
Passionate about their work and the added value they give to clients
Forward thinking and accepting of change
Beyond ‘fit and proper’ standards
Aspirational in setting and achieving goals