Self Employed IFAs

Self-employed IFAs, whether directly regulated, appointed representatives, or RIs face two hurdles in maximise the amount of time they can spend with clients: ever increasing regulatory pressure and the paperwork it generates.

What is your time worth?

Just think how much more you time you could spend with new and existing clients if you had a dedicated back-office team to relieve the burden, and help with:

• Client data management
• Data entry, including fact-finds
• Business submission
• Valuation preparation
• Leads management

Our method

As you know, your highest earning potential comes from spending time with clients and leads, face to face. Every hour you spend on administration  is inefficient and unsatisfying; worse still, it's losing you money. As a group of IFAs, having faced the same problems for the last six years, we know how frustrating it is. That's why we've developed state of the art systems that maximise our profitability. And we would like to invite you to join us.

How we help you

Square One offers you the chance to spend your time where it is most profitable - with your clients - by looking after your paperwork and compliance for you. Our dedicated support gives you a higher earning potential, and greater job satisfaction. As well as the main points above, we also offer:

• £3,000 joining bonus if you come to us direct*
• Support to help you build your business
• A leading back office system 
• Daily plan valuations
• Everything web-accessed so you can work where you like
• FSA and FSCS fees paid for
• Full PI cover
• All stationery and marketing materials
• Marketing to professionals in your local area
• A CPD recording system
• VOIP telephony with personal answering
• Digital transcription services
• Use of our seminars (law society accreditation applied for)
• Short template suitability letters for maximum speed of use
• Clear, easy to follow compliance rules on new business management end-to-end
• Serviced office address facilities provided to candidates more than 20 miles from one of our existing sites
• Generous income splits
• Leads from our bank of solicitor and accountant introducers, and from web marketing
• Generous recruitment bonus when you recruit others
• Free use of our extensive business library

How can you get involved?

Wherever you are based, we're keen to hear from you. Our state of the art IT systems are cloud-based - meaning they are accessible anywhere in the country. We are particularly interested in hearing from independent self-employed investment advisers with clients in the following areas: Bedford, Bournemouth, Chichester, Eastbourne, Ipswich, Isle of Wight, Leicester, Milton Keynes, Monmouth, Peterborough Salisbury, Southampton Swansea and Winchester. No matter where you are though, send us a little more information about you in the form below. You can also e-mail John.

Our requirements

You must currently be CF30, with your own client bank from which you can produce at least £70k of own income, including trail

Send your CV

Send us your CV in .pdf or .doc format. (Please do not apply for this role unless you are currently CF30 and have a client bank)

* terms apply - ask for details