Mentoring

We provide financial adviser support and the mentoring facility is an indication of the focus we place on this and has been very welcomed by all new joiners during their transitional stage.

We provide all new advisers with local ‘mentoring’ support. From our vast experience, we know that ‘in the field’ support is crucial to the long term success of any multi-adviser firm. Our mentoring approach includes:

An adviser’s induction needs are tailored specifically to them

Mentoring from existing Truly IFA’s who have already achieved the company’s minimum standards of advice, competence and training

After your initial induction course, your mentor will follow up to ensure you are settled back into your home work station

The Action Team

This is a team specifically set up to take new advisers from their induction course straight through to being signed off as a Truly Competent Adviser and beyond. The team head up functions such as:

Training and supervision

Case checking and pre-approvals

Mentoring and advice

We aim to provide advisers with the best service possible, part of which includes our unique charging structure that is fair and includes a distinct recurring income ‘extra bonus’ feature too. The more you earn, the less percentage you pay. Advisers are all self employed and paid between 70 – 95% of their gross income dependent upon their production level. This remuneration model encourages advisers to look after existing clients and fulfil their client support agreement pledges; this is our Value Proposition.

We also greatly subsidise on both stationery costs and other optional costs (such as additional software tools and marketing packages).

Our ‘Contract for Services’ offers you more including:

The ability to work from anywhere

A long term future in a strong client focused company

Affinity Induction programme, training and mentoring support

Action Team helpdesk support

Adviser CPD Affinity meetings and social events

24 hour PA answering service linked to your email

Professional connections

Marketing for lead generation

Yammer Intranet – secure business and social networking for Truly staff

An established single entry IT system with unlimited development capability

Access to an integrated platform with discretionary portfolios

Client focused website

Post scanned to email

Optional added value support

Pay and Charges

  • No fees
  • Pay reconciliation and bi-weekly pay run
  • Base retention rate
  • Production bonus payments for higher levels of business
  • Value bonus for on-going compliant recurring income

Branding

  • Trademark brand
  • Quality branded stationery – full starter pack
  • Added value resource marketing packages

Compliance

  • Compliance protection and support
  • Directly regulated by FCA included
  • PII protection included and no need for run-off cover in retirement
  • Case checking and constructive case feedback

Get in touch

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

Happy Financial Advisers is a marketing style of Truly Independent Ltd TM who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

The information provided on this website is intended for UK residents only.

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