Self- employed Mortgage & Protection Advisor Role - Nationwide

Our client is a directly authorised firm that offers 100% on broker fee and 70% on commission. Directly authorised firm with around 25 mortgage & protection advisors, Full admin support.

Apply

We work with a Top 50 directly authorised National IFA firm with more than 75 IFAs.
They are looking for more quality IFAs to join them, offering 75% to 90% splits depending upon the business figures and 50% on the clients offered by them.
They are marketing specialists and full support is provided to develop your business further. They have a partnership with the top accountancy network in the UK, which can help you in growing your business figures to the next level.
If you would like to talk to a partnership of like-minded advisors who:
Value Independent financial advice
Value their own independence
Wish to help you grow your business
Want a strong frame of compliance support
Want to be associated with a high quality brand
Desire real marketing and business development support and capability
Want a competitive well planned structure for you and your clients.

Apply

We have a very well established firm in Ringwood looking for mortgage & protection advisors.
This is a fantastic opportunity for a Self-Employed Mortgage Adviser to work with a company that
will provide you with outstanding support and the platform to increase your earning potential.

Successful candidates will benefit from:
Competitive commission splits – up to 85%
Mortgage leads will be provided
Independence and the opportunity to run your own business.
Easy to use CRM Software with integrated sourcing tool
Excellent office administration system
Full training, ongoing compliance, mentoring, competence and supervision support
Advancement to Equity Release Advisor

Key requirements are:
Self- motivated and highly driven to grow your own business.
Full CeMAP or equivalent qualification.
CAS Authorised
A good credit history is essential, you will also need to be free from any regulatory breaches and not
be banned from accessing any lenders and providers
Marketing support and guidance will be provided so that you can grow your business in a short space of time.

Apply

Would you be interested in considering a new mortgage & protection advisor role with a very well established firm in Scotland?
Here is a summary of the SE proposition:

The option to use the company brand or to be self-branded
Company provided leads – 55% to Adviser
Self Generated leads – 75% to Adviser
This split is based on the following income streams – proc fees, broker fees and insurance commission
All income derived from B&C sales and legal referrals is paid at 100% to the Adviser
Income from non advised services is: Equity Release – 90% of commission paid, specialist lending – 90% of commission paid
Income paid weekly on a Friday
Full case management support provided for first 3 months free – this includes case management to offer and completion, pipeline management and banking management
Laptop to be provided by Adviser to ensure no breach of IR35 rules. Same would apply to a printer if required
Access to marketing support and business planning consultancy as and when required at no cost
The support of a wider team and access to group discussions on all areas of advice and knowledge
Full compliance support on a 1 to 1 basis until full competency sign off
The option to use the company brand or to be self-branded

Apply

We have 7 firms looking for experienced Mortgage & protection Administrators.
Apply

Would you be interested in considering new mortgage & protection advisor roles?
They have more than 60 advisors from all across the U.K. Home based self-employed role.
The Director of the firm said, “We can also supply leads to the right candidates, but would expect them to be experienced and have some back book also.
They offer 70 to 76% on mortgages 150% of the annual premium on all life protection sales.
Apply

Our client is looking for a trainee or experienced level 4 qualified financial advisor. Employed role with leads supplied.

Apply

This is to inform you about an excellent opportunity to work with one of the established and stable Practice in Sussex. Our client have offices in Brighton, Shoreham and Worthing. You can also join them as an RI or AR and work under your own trading style. They can also provide special exit strategy for advisers who wish to retire and also for IFAs who wish to work for couple of years before considering retirement.
IFA Self-employed Role: Offices in Brighton, Shoreham and Worthing
Our client is looking to recruit IFAs in Sussex. They have a team of 16 IFAs/ Appointed Reps and also a team of administrators/Para Planners to take care of all the back office. They will provide you with complete admin, technical, compliance, Para planning support along with excellent commission/fee rates.
Our client is an innovative and exciting proposition for trading IFAs. Their aim is to offer you transparent pricing with no hidden costs and make your involvement with them easy, pleasurable and affordable.
Our client’s package to you would be an exceptional one which looks like this:
You become RI or Appointed Rep of our client;
They will provide you with the markets fastest growing back office technology;
Their implementation team will provide initial and ongoing training;
Excellent commission/fee rates
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Excellent Exit Strategy
Business consultancy/growth support and RDR assistance
Structured learning support & training.
Continuous Development Programme
Para-planning
Back-Office Administration.

Apply

Are you open to a home or office based paraplanner role? Salary 30k to 35k plus benefits depending upon experience.

Benefits include:
• 3% employers contribution to the Group Pension Scheme.
• Group Income Protection.
• Death in Service Cover.
8) IFA Role in Coventry/Midlands::
This is to inform you about a fantastic role to work as an IFA or mortgage/protection adviser with a very well established IFA firm. Our client is based in Coventry with a team of IFAs and back office staff. They are a very well established firm since more than 15 years.
With regards to what our client are looking for, we are open to either self-employed or employed depending on the preference of the adviser.

• 40% paid to advisers for leads provided by our company (self-employed)
• 70% paid on adviser own leads or leads provided by the advisers existing connections (self-employed), 80% for good producers.
• Income paid on all income, initial or ongoing
• For employed, salary is dependent upon experience and what they can bring in terms of connections, clients and trail income, around
  £20-40K + bonus, pension scheme, DIS, although would consider higher for the right candidate

What we can offer.

• We would offer full admin and para planning support. Advisers would not be required to undertake research or suitability letter writing, this would be completed by our in house para planning team. The advisers will be able to concentrate on seeing clients and generating new enquires through networking and developing professional connections.
• We also obtain online leads which would be made available to any advisers.
• In house legal services offering which enable the advisers to earn off leads such as Wills, Power of Attorneys, Probate, Conveyancing.
• Full training and support provided to achieve Chartered Status
• Regular interaction with our other advisers, sharing ideas and all CPD events arranged in house

Our head office is based in Coventry and any new adviser would be able to base themselves from here. However we are also open to the idea of home based advisers elsewhere in the country who would like the support detailed above.
Apply

An Excellent opportunity exists for you to join this highly reputable, consistent and focused Practice in North East with offices in Newcastle upon Tyne. You can also join them as an AR and continue to work under own trading name.

Our Financial Services Client is seeking Self-employed IFAs, Financial Planners/Mortgage Advisers to join their growing financial services organisation.
They can also offer a very good exit strategy to the IFAs who wish to retire and also to advisers who wish to work for a couple of years and then plan to retire.
They deal on all aspects of Financial Planning. They have a team 20 IFAs in North East & Scotland. They also have a team of administrators/paraplanners to take care of all the back office.

Adviser Benefits:

Excellent fee rates
This fee system is designed to encourage and reward improvements in productivity. Increasing levels of production are reflected in immediate increases in pay rate.
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Structured learning support & training through to Diploma qualification Examination
Continuous Development Programme
Para-planning
Back-Office Administration
Waiting for your reply.

Apply

Our client is looking to recruit IFAs and Mortgage advisers. They have a team of 7 IFAs along with administrators and para planners. They will provide you with complete admin, technical, compliance, Para planning support along with excellent commission/fee rates. They arrange seminars for the IFAs to help them to make new clients.
Our client is an innovative and exciting proposition for trading IFAs. Their aim is to offer you transparent pricing with no hidden costs and make your involvement with them easy, pleasurable and affordable.
Our client’s package to you would be an exceptional one which looks like this:
You become RI of our client;
They will provide you with the markets fastest growing back office technology;
Their implementation team will provide initial and ongoing training;
Excellent commission/fee rates 80% & above
Any Interim fees, will be charged pro rata between advisers.
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Business consultancy/growth support and RDR assistance
Structured learning support & training.
Continuous Development Programme
Para-planning
Back-Office Administration.

Apply

Our client is a very well established firm looking for advisers from all over UK. You can join them as an RI or AR and continue to work under own trading style.
We have over 100 IFAs/Mortgage & protection advisers/Will Writers/Equity Release Advisers and all of them benefit from full para-planning provided from our Head Office.
What does this mean to you?

• You have absolutely no paperwork to do!
• We undertake your research from the whole of the market -mortgage/ protection / pensions / investments all catered for…
• We write your suitability letters – you sign them off ….
• We complete your on-line applications and submit them
• We set your KPI’s and pay you – simple.
• We have our own GI desk and can write all of your buildings and contents cases on your behalf.
• Join to develop your business to the highest level you want to achieve.
• We are looking for IFAs, Mortgage/Protection advisers.
• We are fully whole of market at every level. No restrictions, No loaded premiums ever.
• A trusted Whole of Market Protection/Mortgage and Financial Planning advice business.

Apply

Our progressive and professional financial planning firm is offering a fantastic opportunity for an adviser with the potential to grow the business, to join an established talented team. They have 9 advisers and a team of back office to take care of everything.
We pay all advisers the same 70/30 split and we pay all costs etc from our 30%, the only thing the adviser has to pay for is personal membership or marketing like CII or unbiased (we have a company page but for some reasons some advisers want their own) and any exams they want to do. We pay for everything else including an ipad, iphone, all the software, laptop, laptop insurance, FCA/FOS fees, network fees etc

Apply

Our client is a very well established firm looking to recruit IFAs on self-employed basis. They have team of 10 IFAs and 6 mortgage/protection advisers.
We offer compliance and development support and an attractive fee/commission split of 70% along with all the back office, admin, compliance and paraplanning support. We are a directly authorised firm and as members of SimplyBiz all our team have free access to all the regional meetings provided by Simply Biz. They will also a very good exit strategy.

Apply

IFA role with a very well established directly authorised ifa firm with more than 40 ifas looking for potential ifas. They have very good connections with accountancy firms and would provide some very good clients. They would offer 75% and above on your own clients and 50% on the clients offered by them. All admin, compliance, paraplanning, training, Marketing etc provided by them.

Apply

Our client is a very well established IFA Firm with more than 25 IFAs. We are continuing to
expand rapidly so are currently recruiting for passionate and self-motivated Diploma qualified
Independent Financial Advisers to join our team.

With our refreshing approach, we are looking for like minded individuals wishing to continue
and enhance their career with an expanding and truly independent firm.

Benefits include

Basic Salary plus bonus – clients provided by the firm
3% Employer contribution to the Group Pension Scheme.
Group Income Protection and Death in Service Cover.
Laptop and Mobile phone provided, as well as travel expenses paid.

Role Requirements

The ideal candidate will be outgoing, personable, focused and understands that success
requires dedication and hard work.
Experience as an Independent Financial Adviser is preferred but we are open to exceptional
candidates from a similar field with transferrable skills.
As an Adviser your role will be to deliver personalised financial solutions to clients. You will help
them create a financial plan to build a secure financial future through expert advice, using
proven investment strategies. We provide excellent support to Advisers with resource,
operational support and training to help ensure the success of the Adviser as well as helping
them to maintain their long-term relationship with clients.

Your own client bank is not necessary as we have thousands of orphaned clients on our
database and have a separate team dedicated to lead generation – these will be qualified leads
not just names and telephone numbers! Advisers have an opportunity to succeed while
maintaining a flexible, balanced lifestyle.

Support and encouragement, both financial and practical is provided should you wish to attain
additional qualifications. Many of our advisers are striving towards Chartered status.
Apply

Our client is a very well established firm in Norwich. They have a team of around 15 mortgage & protection advisors. They would pay 76% of proc fee and broker fee, based on experience. They are looking mainly in Norfolk and Suffolk at the moment. They can provide some leads but would also help to obtain estate agent referrer link up, but some own clients would certainly help the advisors earn more.
Apply

Our client is a directly authorised firm and would offer 70% on your own clients and 40% on the clients offered by them. All admin, compliance, paraplanning provided by them. They have a team of more than 15 mortgage & protection advisors.
Apply

Employed Adviser Offering
Basic Salary:£30,000
Realistic on target earnings £50,000
Car allowance £1800 annually
Expenses
Pension scheme provided (options as to what type pension)
Independent firm

Mobile phone provided
Laptop supplied
Optional private healthcare scheme
25 days plus bank holidays paid holidays
Industry leading back office system
Support towards obtaining further qualifications
Sales support
Existing mature client bank provided by the firm
Client Base-Manchester/Liverpool corridor
Additional bonus scheme subject to agreement
Option to become a partner in the business
Apply

Our client is a very established and directly authorized IFA firm with more than
35 IFAs. They would also provide some very good clients as they have links with many
Accountancy practices and Solicitors.

IFA Self-employed Role:

Our client is looking to recruit IFAs from all over UK. They have a team of 35 IFAs. They will provide you
with complete admin, technical, compliance, Para planning support long with excellent commission/fee
rates.They can also provide special exit strategy for IFAs who wish to retire and also for IFAs who wish to
work for couple of years before considering retirement.
Our client is an innovative and exciting proposition for trading IFAs. Their aim is to offer you transparent
pricing with no hidden costs and make your involvement with them easy, pleasurable and affordable.
Our client’s package to you would be an exceptional one which looks like this:
You become RI of our client;
They will provide you with the markets fastest growing back office technology;
Their implementation team will provide initial and ongoing training;
Excellent commission/fee rates
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Business consultancy/growth support and RDR assistance
Structured learning support & training.
Continuous Development Programme
Para-planning
Back-Office Administration.
Apply

Pay & Fees:

we pay 75% of 1st 50k, 85% of next 50k and 90% of above 100k.

√ No Fees

√ Production Bonus payments for higher levels of business, plus

√ Support Bonus for on-going recurring income – our ‘value proposition’

√ No need for industry software – full use of the award winning back office system

√ Pay reconciliation & weekly pay run

√ Share Schemes (share incentive schemes for all advisers)

Branding:

√ Professionally designed, impersonal yet distinctive company brand

√ Website – interactive and fully client focused

√ ‘Classic Advice…with advanced technology’ – Simple client facing IDD

√ Branded Stationery – full starter pack

√ Branded Quality Marketing Documentation

Inclusive Added Value Support:

√ Post scanned to email

√ Training support

√ Mentoring support

√ Regular Adviser meetings (CPD)

√ 24 hour PA answering service linked to your email
√ Professional Connections Development – Connected Introducer Agreements

Optional Added Value Support:

√ Paraplanning support (additional cost)

√ Online Marketing – Localised individual ‘unbiased.co.uk’ entry (subsidised cost)

√ O&M Pension Profiler (subsidised cost)

√ Compliance protection & support

√ Advice Support

√ Directly Regulated by FCA included

√ PII Protection included

√ Case checking and Constructive case feedback

Retirement:

√ Retirement Scheme – Maintain your recurring income

√ No need for run-off cover in retirement
Apply

Our client is a very well established and directly authorised stable Practice in South West. You can also join them as an AR and continue to work under own trading name.
IFA/AR Self-employed Role: South West England-Offices in Devon/Cornwall/South West
Our client is looking to recruit IFAs on RI or Appointed Rep basis in South West. They have a team of 15 IFAs along with 10 back office. They will provide you with complete admin, technical, compliance, Para planning support(all included in the split) along with excellent commission/fee rates.They can also provide special exit strategy for IFAs who wish to retire and also for IFAs who wish to work for couple of years before considering retirement.
Our client is an innovative and exciting proposition for trading IFAs. Their aim is to offer you transparent pricing with no hidden costs and make your involvement with them easy, pleasurable and affordable.
Our client’s package to you would be an exceptional one which looks like this:
You become RI or Appointed Rep of our client;
They will provide you with the markets fastest growing back office technology;
Their implementation team will provide initial and ongoing training;
Excellent commission/fee rates
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Business consultancy/growth support and RDR assistance
Structured learning support & training.
Continuous Development Programme
Excellent exit strategy
Para-planning
Back-Office Administration.
Apply

Our client is an experienced Will Writing firm which was established in 1992.

In the founder’s own words:

We have opportunities in many parts of England and Wales for Will Writers who, although have experience in the Will Writing profession, maynot, for various reasons, be achieving the level of success and lifestyle they aspire to.

Some of the people I mentor have a desire to develop their own Will Writing business while others enjoy the benefits of building their own practice within our support framework.

Regardless of which route you wish to take the unique key to our success is the on-going mentoring provided to those working with me.

If you would like:
1. To use our proprietary, proven, relationship and reputational marketing system where every new client is introduced to you ensuring your diary is full every week of interested people who really want to meet you;
2. Training, but most importantly, personal mentoring by me, who has been there and done it in the field with clients successfully for over 25 years. I will be your personal coach, guide and mentor. Most Will Writers can obtain the technical side of the training required in our profession but where to do go to get the how to do it, ideas and the on-going mentoring required to develop your skills, methods and knowledge which applied will ensure your success;
3. To develop the multiple incomestreams available in the Will Writing profession which includessubstantial passive income which after only 5 years exceeds the average income in the UK today, learning to do your own estate administration another substantial income stream and how to maximise your initial fee income but maintaining your client’s interests at all times.
4. To become one of the top 5% of practitioners in the Will Writing profession

Apply

This is to inform you about an excellent opportunity to work with one of the established and stable Practice in Sussex. Our client have offices in Brighton, Shoreham and Worthing. You can also join them as an RI or AR and work under your own trading style. They can also provide special exit strategy for advisers who wish to retire and also for IFAs who wish to work for couple of years before considering retirement.
IFA Self-employed Role: Offices in Brighton, Shoreham and Worthing
Our client is looking to recruit IFAs in Sussex. They have a team of 16 IFAs/ Appointed Reps and also a team of administrators/Para Planners to take care of all the back office. They will provide you with complete admin, technical, compliance, Para planning support along with excellent commission/fee rates.
Our client is an innovative and exciting proposition for trading IFAs. Their aim is to offer you transparent pricing with no hidden costs and make your involvement with them easy, pleasurable and affordable.
Our client’s package to you would be an exceptional one which looks like this:
You become RI or Appointed Rep of our client;
They will provide you with the markets fastest growing back office technology;
Their implementation team will provide initial and ongoing training;
Excellent commission/fee rates
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Excellent Exit Strategy
Business consultancy/growth support and RDR assistance
Structured learning support & training.
Continuous Development Programme
Para-planning
Back-Office Administration.

Apply

Are you open to a home or office based paraplanner role? Salary 30k to 35k plus benefits depending upon experience.

Benefits include:
• 3% employers contribution to the Group Pension Scheme.
• Group Income Protection.
• Death in Service Cover.
8) IFA Role in Coventry/Midlands::
This is to inform you about a fantastic role to work as an IFA or mortgage/protection adviser with a very well established IFA firm. Our client is based in Coventry with a team of IFAs and back office staff. They are a very well established firm since more than 15 years.
With regards to what our client are looking for, we are open to either self-employed or employed depending on the preference of the adviser.

• 40% paid to advisers for leads provided by our company (self-employed)
• 70% paid on adviser own leads or leads provided by the advisers existing connections (self-employed), 80% for good producers.
• Income paid on all income, initial or ongoing
• For employed, salary is dependent upon experience and what they can bring in terms of connections, clients and trail income, around
  £20-40K + bonus, pension scheme, DIS, although would consider higher for the right candidate

What we can offer.

• We would offer full admin and para planning support. Advisers would not be required to undertake research or suitability letter writing, this would be completed by our in house para planning team. The advisers will be able to concentrate on seeing clients and generating new enquires through networking and developing professional connections.
• We also obtain online leads which would be made available to any advisers.
• In house legal services offering which enable the advisers to earn off leads such as Wills, Power of Attorneys, Probate, Conveyancing.
• Full training and support provided to achieve Chartered Status
• Regular interaction with our other advisers, sharing ideas and all CPD events arranged in house

Our head office is based in Coventry and any new adviser would be able to base themselves from here. However we are also open to the idea of home based advisers elsewhere in the country who would like the support detailed above.
Apply

An Excellent opportunity exists for you to join this highly reputable, consistent and focused Practice in North East with offices in Newcastle upon Tyne. You can also join them as an AR and continue to work under own trading name.

Our Financial Services Client is seeking Self-employed IFAs, Financial Planners/Mortgage Advisers to join their growing financial services organisation.
They can also offer a very good exit strategy to the IFAs who wish to retire and also to advisers who wish to work for a couple of years and then plan to retire.
They deal on all aspects of Financial Planning. They have a team 20 IFAs in North East & Scotland. They also have a team of administrators/paraplanners to take care of all the back office.

Adviser Benefits:

Excellent fee rates
This fee system is designed to encourage and reward improvements in productivity. Increasing levels of production are reflected in immediate increases in pay rate.
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Structured learning support & training through to Diploma qualification Examination
Continuous Development Programme
Para-planning
Back-Office Administration
Waiting for your reply.

Apply

Our client is looking to recruit IFAs and Mortgage advisers. They have a team of 7 IFAs along with administrators and para planners. They will provide you with complete admin, technical, compliance, Para planning support along with excellent commission/fee rates. They arrange seminars for the IFAs to help them to make new clients.
Our client is an innovative and exciting proposition for trading IFAs. Their aim is to offer you transparent pricing with no hidden costs and make your involvement with them easy, pleasurable and affordable.
Our client’s package to you would be an exceptional one which looks like this:
You become RI of our client;
They will provide you with the markets fastest growing back office technology;
Their implementation team will provide initial and ongoing training;
Excellent commission/fee rates 80% & above
Any Interim fees, will be charged pro rata between advisers.
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Technical assistance
Business consultancy/growth support and RDR assistance
Structured learning support & training.
Continuous Development Programme
Para-planning
Back-Office Administration.

Apply

Our client is a very well established firm looking for advisers from all over UK. You can join them as an RI or AR and continue to work under own trading style.
We have over 100 IFAs/Mortgage & protection advisers/Will Writers/Equity Release Advisers and all of them benefit from full para-planning provided from our Head Office.
What does this mean to you?

• You have absolutely no paperwork to do!
• We undertake your research from the whole of the market -mortgage/ protection / pensions / investments all catered for…
• We write your suitability letters – you sign them off ….
• We complete your on-line applications and submit them
• We set your KPI’s and pay you – simple.
• We have our own GI desk and can write all of your buildings and contents cases on your behalf.
• Join to develop your business to the highest level you want to achieve.
• We are looking for IFAs, Mortgage/Protection advisers.
• We are fully whole of market at every level. No restrictions, No loaded premiums ever.
• A trusted Whole of Market Protection/Mortgage and Financial Planning advice business.

Apply

Our progressive and professional financial planning firm is offering a fantastic opportunity for an adviser with the potential to grow the business, to join an established talented team. They have 9 advisers and a team of back office to take care of everything.
We pay all advisers the same 70/30 split and we pay all costs etc from our 30%, the only thing the adviser has to pay for is personal membership or marketing like CII or unbiased (we have a company page but for some reasons some advisers want their own) and any exams they want to do. We pay for everything else including an ipad, iphone, all the software, laptop, laptop insurance, FCA/FOS fees, network fees etc

Apply

Our client is a very well established firm looking to recruit IFAs on self-employed basis. They have team of 10 IFAs and 6 mortgage/protection advisers.
We offer compliance and development support and an attractive fee/commission split of 70% along with all the back office, admin, compliance and paraplanning support. We are a directly authorised firm and as members of SimplyBiz all our team have free access to all the regional meetings provided by Simply Biz. They will also a very good exit strategy.

Apply

IFA role with a very well established directly authorised ifa firm with more than 40 ifas looking for potential ifas. They have very good connections with accountancy firms and would provide some very good clients. They would offer 75% and above on your own clients and 50% on the clients offered by them. All admin, compliance, paraplanning, training, Marketing etc provided by them.

Apply