My client is a group of multidisciplinary Independent Financial Advisers and Mortgage Brokers providing their clients with holistic financial advice in all aspects of personal and corporate financial planning.
From the company’s Head Office in Sussex they have become a formidable regional player over the last two years and have achieved strong growth in adviser numbers during a period when many firms have been downsizing. Advisers have been joining for a variety of reasons; the company’s proposition has wide appeal to both Mortgage Brokers and IFAs.
Advisers based at the company’s Head Office in Sussex enjoy the benefits of working in a busy sales office where there is the opportunity to discuss problem cases and sales ideas with colleagues. The back-office system allows the choice of remote working for all.
The top performers have their own modern glass partitioned offices and the Board Room is available for all to use for client meetings.
The top performers have their own modern glass partitioned offices and the Board Room is available for all to use for client meetings.
Internal referrals are just a number of lead generation initiatives that exist within the group, the pinnacle of which is the work in the employee benefits sector where a telesales team provide appointments with key decision makers in the SME sector.
The company is now well placed to succeed and grow in a post RDR world where technology and scale are likely to be key drivers in determining client acquisition and retention.
To apply for these positions, please click here.
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