Independent Financial Adviser

Description, duties, responsibilities

Are you a Financial Adviser and currently unhappy where you are now? Maybe you are facing an uncertain future? Then consider joining us.

We are strong believers that everyone, whatever their financial position, should have access to independent financial advice that is not governed or influenced by others. Only then can a client be confident that any recommendations given are both client specific and impartial. And only then can you claim to be…Truly Independent.

Truly Independent is able to give truly independent advice because unlike some IFAs we are not tied to any bank, product provider, or other third party. This gives us the freedom to use our expertise and innovative thinking to research the whole of the market for the best solutions.

TRULY INDEPENDENT…financial advice for everyone

www.trulyonline.co.uk

Other benefits

The ability to work from anywhere

A long-term future in a strong client-focused company

Affinity Induction Programme, training & support

No fees

Base retention rate plus

Production bonus payments for higher levels of business plus

Value Bonus for ongoing recurring income

Compliance protection and support

Case checking and constructive case feedback

Direct regulation by the FCA included.

PII protection included.

Personality requirements and skills

Self-employment is about being 100% self-sufficient. This is your primary focus and the first measure of your success. It should be the first item in your mind’s goal and the first aim you put into your business plan; a primary reason to leave employment. Being self-sufficient means you are in control of your time, your own earning potential and hence your own destiny. Only when you have achieved self-sufficiency, you can then build your wealth.
Employment can be viewed as a life of dependency on others while Self-employment is seen as a life of being independent. Self-sufficiency is a life of being truly independent. To achieve this, you must not restrict your opportunities and ensure you work from a centre of influence that has no bounds. By becoming an independent financial adviser, rather than the modern (prescribed) status of being a restricted adviser, you will develop the skills for long term self-sufficiency and hence being truly independent.
Consider this. If your switch to self-employment hinges around third party promises of client contacts that will yield the income you feel you need, yet if such promises turn out to be nothing more than an erroneous notion, then your whole business will fail. If you rely on others for client introductions, then you are not self-sufficient. You are not in control of your own destiny. The only way to be self-sufficient is to be proactive in seeking your own contacts and in doing so, to manage your initial expectations.