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Independent Worldwide Financial Adviser - Remote Working

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Full Remote
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Offer summary

Qualifications:

Financial qualifications equivalent to CISI minimum standards, EFA, QFA, Diploma Level 4, or Chartered status., Experience as an Independent Financial Adviser, Wealth Manager, or Financial Planner., Strong business acumen with a solid business plan or new business pipeline., Ability to manage and retain client portfolios effectively..

Key responsabilities:

  • Manage and grow an international client portfolio and assets under management (AUM).
  • Set your own fee structure and select from various fund and product providers.
  • Build and establish your own brand as a financial adviser.
  • Receive comprehensive support for regulation, compliance, and administration without additional costs.

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Click and Connect Online Limited Human Resources, Staffing & Recruiting Small startup https://clickandconnect.online
2 - 10 Employees
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Job description

NFS/FSN Network Ltd Empowering Independent Financial Advisers Worldwide

NFS/FSN Network Ltd is a prominent global financial services network dedicated solely to supporting Independent Financial Advisers (IFAs), Wealth Managers/Planners, and Private Wealth Management firms that adhere to our terms of business. Please note that we exclusively provide terms of business to self-employed advisers or Private Wealth Management companies; we do not accommodate employed roles or salaried positions.

By joining our international IFA network, advisers and private firms can unlock their full potential, enabling them to maximize, grow, and protect their client-driven businesses.

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), or if you are an entrepreneurial adviser ready to establish your own international IFA business, look no further than NFS/FSN. We are trusted by over 170 IFAs and business owners who have chosen our services.

Why Join Our IFA Network?

- 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.

Who We Consider:

- Qualified Professionals: Independent Financial Advisers, Wealth Managers, Financial Planners, Private Client Managers, Asset Managers, and IFAs.
- Entrepreneurs: Individuals seeking autonomy and independence to incorporate their own IFA firms.
- Existing Firms: IFA firms looking to expand through our preferential terms of business and global licensing.

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).

Join NFS & FSN Ltd, an established international IFA network with over $1 billion under administration and a 25-year track record of success. Take control of your future today and inquire about how we can support you and your business needs.

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Entrepreneurship
  • Communication

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