Independent Financial Adviser - Remote

February 27

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Click and Connect Online Limited

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Click and Connect Online Limited is your trusted partner in Human Resource Services, dedicated to providing customized recruitment solutions tailored to meet the specific needs of businesses. They offer a range of services, including job board membership, executive search engagement, permanent placement services, talent mapping, and HR consulting. Their cloud-based platform allows companies to efficiently manage job postings and attract top talent globally, simplifying the hiring process and reducing associated costs.

Matching • Talent Engagement • Hiring • Recruitment • Networking

2 - 10 employees

Founded 2023

👥 HR Tech

🎯 Recruitment

🤝 B2B

📋 Description

• Empowering Independent Financial Advisers Worldwide. • If you are an experienced Independent Financial Adviser, Private Wealth Manager, or Financial Planner seeking a more productive and profitable structure for managing your international client portfolio and assets under management (AUM). • Trusted by over 170 IFAs and business owners who have chosen our services.

🎯 Requirements

• Financial qualifications equivalent to CISI minimum standards, EFA, QFA, Diploma Level 4, or Chartered status. • A solid business plan or new business pipeline, or • Transferable Assets Under Management (AUM).

🏖️ Benefits

• Autonomy and Flexibility: Achieve a better work/life balance with the freedom to manage and retain 100% ownership of your client business, while benefiting from our support. • Increased Revenues: Our industry-leading fee split model starts at 80/20%, significantly enhancing your short, medium, and long-term revenue. • Cost Efficiency: We offer lower costs for clients, making us hyper-competitive in the market. • Business Asset Creation: Build a saleable business asset for a more secure exit strategy. • Client-Centric Approach: Enjoy an open architecture for fund, product, and provider selection. • Control: Set your own fee structure and explore all providers terms of business. • Comprehensive Support: We manage regulation, licensing, compliance, administration, and technical support at no cost to you. • Positive Business Environment: Experience a culture free of micromanagement, toxic practices, targets, reporting burdens, or poor reputations. • Daily Payments: Receive fees, trails, and commissions promptly. • Brand Identity: Establish and grow your own brand as a valuable business asset.