Recruitment Brochure. The Smarter Option for today s Professional Advisor

Transcription

1 Recruitment Brochure The Smarter Option for today s Professional Advisor

2 Welcome to Springboard Security & Growth Our Approach About You Share in our Success Development & Support Professional Safety Technology Springboard Financial is a modern financial advisory business, we are a trading style of Charles Derby Financial Services, part of the trusted Intrinsic network. As Part of Intrinsic, an award-winning network with over 3000 advisers, we have the financial strength, backing and experience to help grow and develop your business in the years to come. The business is poised for rapid expansion as more advisers join us during development of a nationwide team whose carefully selected members all share the Springboard vision. Website Design Page 2

3 Security & Growth A bespoke service allowing for rapid expansion Springboard Financial offer 2 propositions that allow you the flexibility to operate your business in the manner you prefer. Restricted Individual AR Whichever route you decide, we offer specialist support in administration, sales, recruitment and marketing. Our support is highly experienced and proven in developing our advisors. Our reputation in the industry is based on the following principles: We give our advisors a reliable and dynamic platform to expand We are always working on ways to streamline your processes Our advisors will make more money under us We know that every advisor is different, we ve learnt that what works for some does not work for others. At Springboard we tailor our services to you. Our Approach Together we achieve more At Springboard we believe that by working as a team we make the most of the opportunities that are available. We actively encourage our advisors to communicate and most have reciprocal agreements that expand their offering. We respect your relationship with your clients, because of this all of our advisors own their own clients. This fairly unique approach means should you wish to leave, you are free to take your clients with you. We pride ourselves on our ability to keep our advisors, this is in no small part due to our package which includes: Highly competitive contracts, our advisors share in our success which is reflected in the commission rates we offer. Marketing support which will allow advisors to rapidly grow their client bank should they wish. Regular, personally-branded e-newsletters to all clients to improve communications and increase overall business levels Professional development support, most of us agree that there are areas of improvement in the way they conduct their businesses, we offer support that enables you to improve. Business Assurance service that allows you to maintain your complaint standards. Page 3

4 About You Are you an advisor who wants to excel whilst putting the client first? Springboard are looking for likeminded motivated advisors who want a progressive arena to improve their offering. Advisors Protection Consultants Minimum of a CeMAP 1 qualification or equivalent Mortgage Consultants Minimum of a full CeMAP qualification or equivalent Full Financial Planner Minimum of a Level 4 Diploma in Financial Advice (DipFA) or equivalent Share in our Success Fantastic earning potential with excellent job satisfaction Springboard s success means we can offer competitive top quartile levels of income in all product areas, not just headline rates. Furthermore, we do not dilute these with hidden charges. We believe in a completely transparent approach, applying one fixed monthly charge that includes: Point of sale software (including all updates) Trigold Exchange Electronic ID PI cover No Excess Training and development Compliance, competence and supervision support All FCA fees and charges Access to extensive technical support Full marketing support Mortgage, Insurance, Pension and Investment Leads at Cost Page 4

5 Development & Support We take a dynamic approach to development These days the very best advisors need not only financial qualifications but also an understanding of marketing and sales. You can be the best advisors around but if nobody knows your there then its useless. At Springboard we give our advisors the support needed to improve their business and keep ahead of the market. Roadshows and Annual Conference We hold regular roadshows and conferences, these give our advisors a chance to interact with their colleagues, creating valuable relationships. We also recognise our top achievers. Compliance Support Intrinsic offer regular meetings to make sure your compliance is up to date. Springboard have a great relationship with Intrinsics compliance team and can give you valuable guidance on how to get it right first time. Helpline Support Whether it is Technical or IT support, our team is there for you should you have any issues. Marketing Support Attract, Engage, Convert Many financial advisors are very good at sourcing the best products for their clients but struggle to find the time to plan and execute effective marketing activities. Lead Generation We generate all types of financial leads including pensions, mortgages, protection and investments. The leads are available at cost price. Client Communication Springboard send frequent, white-labelled newsletters to advisor s clients covering all areas of their business. This helps the advisor to stay in touch with all clients and increase the amount of business received per client. For example, the clients of a mortgage advisor may not be aware that the advisor can also help them with Equity Release or Wills. Web Site The majority of advisor web sites are uninspiring, poorly designed, boring and often out of date. Springboard s partners can gain a huge advantage over their competition with modern, professional sites that are well written and regularly updated. Page 5

6 Technology Our technology enables you to process buisness with accuracy and ease XPLAN Efficient integrated financial planning software for wealth management and financial planning professionals. Functionality: Client information and relationship management Advice strategy, development and modelling Research and Comparisons Advice recommendations and documentation Advice execution and lodgement Client portfolio management Compliance and risk management Increase efficiency, reduce costs and improve service Worksmart Supports your professional development by capturing all the necessary sales and compliance data. Lifecycle 360 Our fully integrated practice management system is available to help you keep track of your marketing activity, deliver first-class service to your clients and identify further sales opportunities. Visit for further information. Benefits: First class industry connections - integrates with all the main third party providers and platforms Improve efficiency - streamline and automate your processes Keep your business compliant - reduce risk through automated trails and records Access your client data anytime, anywhere - an online solution, accessible from multiple devices Enable clients to access their portfolio, manage their details and contact you via XPLANtouch mobile app. Page 6

7 Professional Safety Helping you run your business in a safe, professional way Compliance should be at the forefront of any advisors thought process. At Springboard we make sure that our advisors have the necessary skills and know how to run their business in a compliant way. Our risk based supervision scheme allows our advisors to write high quality business and give excellent advice. We take full responsibility for the advice our advisors give, while allowing them to retain client ownership. Professional Indemnity Agreement Providing you have followed our process, in the event you re ever faced with an upheld customer complaint, intrinsic will foot the bill, 100% of it no excess and no additional charges. Again, as far as we re aware; there is no other network that offers this it is another unique selling point. Contact Details To find out how we can help, speak to Neil Eastman or David Le Lacheur at: Springboard Financial 3 Solent Business Park Whiteley Fareham Hampshire PO15 7FH t: e: info@springboardfs.com w: Neil: ne@springboardfs.com David: dll@springboardfs.com Page 7