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Commercial Independent Financial Planners

2 months ago

Dudley, United Kingdom Prosperity Wealth Full time

Commercial Independent Financial Advisers - CIFAs.


Prosperity Wealth are currently looking to recruit self employed IFA's who work (or want to work with) with business owner clients and help them with them both their personal and commercial financial planning needs.


We are looking to recruit experienced financial advisers nationally who value full independence.


Prosperity Wealth advisers receive the following support:


  • Full training and mentoring provided to demonstrate how to add value to a business owner client
  • 'Business Financial Review Workbook' to take business owner clients through in review meetings.
  • Focus on their long term business efficiency, sale and exit plans.
  • Full ' Employee benefits' offering with mentoring and full admin support provided.
  • Full para-planning & admin support for standard IFA work.
  • Client introductions
  • Marketing support tailored to the advisers requirments
  • Professional networking growth training and support
  • Clear exit strategies for the IFA.
  • Latest IT back office systems and client portals
  • Full independent investment propostion