Financial Management Services Ltd.

Straightforward and Professional …

Financial Management Services Ltd.

Straightforward and Professional …

Financial Management Services Ltd.

Straightforward and Professional …

Financial Management Services Ltd.

Straightforward and Professional …

An opportunity for two IFAs to join our team

Requirements

  • Full FPC • Minimum 3 years in the industry
  • Achieved Level 4 or substantially on track to do so
  • Demonstrable 95% retention minimum
  • Demonstrable earnings of £50,000 per annum
  • Sense of humour

What we offer

  • Schedule D earnings
  • Simple retention on production
  • Full secretarial and para-planning support
  • Extensive IT support
  • Free tea and coffee!

Ideal Candidate Profiles

  • Tied Agent wanting to develop his/her client bank into higher net worth clients. Currently having difficulty with the "Sales" verses "Professional" problem.
  • IFA in an older style practice that refuses to move with the times.
  • IFAs or tied agents that are fed up with paying some of their hard earned money over to someone for nothing.

Contact us us now for a introductory talk and to arrange a meeting.