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We are recruiting


Allen Tomas & Co are looking for an Independent Financial Adviser to join the team.

Key points:
  • Self-Employed/Employed structure and financial package to be discussed
  • Regular 1:1s and ad hoc training to suit
  • Competent Adviser CPD programme, which includes internal and external seminars
  • Compliance support through SimplyBiz (compliance helpline, technical support, portal and CPD events)
  • Support in achieving/maintaining full Competent Adviser Status
  • Professional Indemnity costs met by us
  • We will provide full marketing assistance
  • Introducer/Professional Connections:
    • Introductions to professionals we work with
    • Full support offered with your existing/new connections
    • Online Professional Portal (We will upload documents such as Recommendation Reports, Tax statements and Trustees Investment Policy Statements to their Portals)
    • Monthly newsletters
    • Seminars
  • Client Services:
    • Your clients will have access to an internal online Portal in order to view their Investments
    • Your clients will receive monthly newsletters
  • Our Centralised Investment Process includes Active and Passive Portfolios provided by Rayner Spencer Mills, DFM and With-Profits solutions
  • You will have personal access to our Back Office system Intelligent Office (Valuations, tasks, reports and work in progress)
  • A good leaver exit strategy

Skills/Requirements:
  • Professional and motivated
  • Existing clients
  • Successful business track record
  • Statement of Professional Standing
  • Ability to service and maintain high net worth clients
  • Ability to work within a team and understand our ethos
If any of the above interests you then please contact Ben Allen on 01485 541998 for an informal chat or email ben@allentomasfinancial.co.uk.

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