This role suits experienced Independent Financial Advisors, Team Leaders, and Sales Managers who want to build and own their own advisory business. Advisors with leadership ambition can progress into Team Leader/Sales Manager roles with support to build and manage advisory teams. This opportunity is best suited to professionals seeking a long‑term advisory career built on ownership, client trust, and sustainable recurring income. It is a performance‑based entrepreneurial model focused on long‑term recurring income, not a salaried sales role.
Advise clients across Life Insurance, savings and long‑term financial planning, General Insurance and Employee Benefits.
Build a long‑term client portfolio and recurring income through renewals and trail fees.