Mortgage or Wealth Business Owner

We have supported many new start up businesses over recent years and have many success stories. We will provide all of the tools and support you need, all you need is the advising experience.

We will:

• Guide you on how to set up your business
• Provide dedicated business development and compliance support, including use of best practice from successful firms
• Give you access to marketing support & guidance, including a suite of ready made collateral for you to use
• Enroll you in an accredited training course to teach you how to be a business owner, from forecasting to recruitment
• We will give you compliance processes, panels for all relevant products and support for technical queries
• You can attend peer groups and regular meetings with other new start up business owners
• You will receive a tailored learning journey from our award winning business school
• You can access lead generation support, business development funding and you will have the ability to purchase a client bank

You will need to have

• :At least three years immediate experience in a mortgage advice, wealth advice or management rol
• eA client bank or ability to grow a client ban
• kFull focus on your busines

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