Truly Independent Limited® 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 an 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. Our support, systems, and service are all set up to enable you to become a happier, more successful financial adviser.
We are looking for self-motivated, self-employed independent financial advisers who meet the following minimum criteria:
* Must have 2 years’ experience and achieved Competent Adviser Status (CAS)
* Must hold a current Statement of Professional Standing (SPS)
* Must be IT literate
* Must be 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 on client support
* Accepting of Compliance and those 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
* Can demonstrate annual revenue of £60,000 plus
In return for working at Truly Independent, you will receive our unique payment structure. We offer this to all advisers, including a distinct recurring income ‘extra bonus’ feature. The more you produce, the more you retain. All advisers are self-employed and are paid between 70-95% of their gross income, depending on their production level and chartered status.
We have a host of office systems set up to help you ensure you are a happy and successful financial adviser. Also, our ‘contract for services’ includes:
* The ability to work from anywhere
* Affinity induction programme, training and mentoring support
* Action Team helpdesk support
* Viva Engage Intranet – secure business and social networking for advisers
* Client-focused website
* Quality branded stationery
* Compliance protection and support (FCA and PII fees included)
* Comprehensive retirement package (with over 17 advisers retired already)
MUST BE A QUALIFIED IFA WITH CAS