Are you recruiting a Financial Advisor to help service your existing clients?
Do you have a unique proposition that will attract advisors with transferrable assets?
Are you looking to acquire client banks?
We have extensive knowledge when recruiting Financial Advisors and know it is essential to get it right the first time. For this reason, we take the time to find out about your business, propositions and growth aspirations before we start to find the right candidate for you.
We assess our candidates thoroughly, ensuring that they are qualified, hold CAS and hold an up to date SPS certificate.
Their current business structure will be broken down, and a detailed profile will be prepared, including:
- KPI's: Funds under management, number of clients, recurring income and turnover for the last 3 years.
- Investment Proposition: Platforms used, experience with centralised investment propositions, DFMs, or Insured funds.
- Advice areas: Pensions, Investments, Inheritance Tax Planning, Trust, Defined Benefit, EIS, VCTs and Protection.
We are transparent and will make you aware should they have any industry debt, upheld complaints, internal breaches and any lender panel restrictions.