IFA Jobs, IFA Recruitment - Watermark Financial Solutions Ltd

IFA Recruitment
At Watermark, we have a transparent IFA recruitment strategy based on the ‘Perfect Adviser Model’ and an entirely scaleable business model, which gives advisers what we believe to be, unsurpassed technology and business support.  Benefits include:

  • A bespoke web-based back office solution providing you with access to client fact finds and detailed financial information from anywhere in the world.
  • Discretionary Investment Management (through specialist partner firms) of your clients’ money across all tax wrappers giving you the peace of mind that when the markets are going against us, someone is working in the background to safeguard client assets.  This frees your time to enable you to focus on tax, financial and lifestyle planning without the need to review investments, which if done properly, is very time consuming.
  • Bespoke ‘Inspired WRAP’ client extranet - enabling your clients to logon and view all of their assets, liabilities and net wealth, including pension and investment assets that we manage (valued daily), property portfolio, other assets and life/protection plans.
  • Para-planning and technical support - freeing your time to work on developing your business within our business.
  • Office and administration support - centrallised business processing and case chasing, post opened for you centrally and scanned for you to view the same day as pdf documents.
  • Business Development Coaching from a leading producer in the IFA sector.
  • Marketing support - planned and structured marketing of HNW individuals as agreed with you and all administered centrally.
  • Practise buy out on retirement.

To find out more, please visit www.perfectadvisermodel.co.uk and complete this short enquiry form in the first instance:

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