Independent Financial Advisor

Overview

READY TO JOIN A GREAT FIRM FOCUSSED ON GIVING

ADVICE IN THE 21ST CENTURY?

Our firm has a broad range of complementary services that we offer our Advisers, and through them to their clients. This comprehensive suite of offerings helps you as the Adviser to ring-fence your clients and places you at the centre of their financial planning needs as the team leader of a comprehensive financial planning team.

We are committed to giving you the support you need to develop your planning practice in an era of advice over sales in an RDR world.

• We love partnering with advisers who want to play a central part in their clients' lives by helping their clients:
• Understand why money is important to them.
• Articulate financial goals that require a tangible commitment.
• Understand whether they will meet these goals given their current situation.
• We partner with advisers who are interested in gradually expanding their role as investment managers and who are moving towards an integrated life-first adviser and wealth coaching relationship.
• Advisers who assist clients comprehensively on investments, banking, healthcare, protection, taxes, estate, as well as financial wellness needs more broadly.
• Advisers who value their independence and have a burning desire to grow their practices successfully in the direction that helps their clients reach their financial dreams.
• We offer Advisers who prefer to specialise in a particular field of financial planning a group of like-minded professionals who can assist them and their clients with other aspects of financial planning to allow the client the benefit of holistic advice.
• We value adviser partners who want to work nationally in a virtual office environment to remain nimble and quick in the ever-changing financial advice landscape.
• We prefer advisers that work Independently and don't need to be micro-managed on a day-to-day basis, who prefer to be go-getters to drive their own practice success.
• We like assisting Advisers who have created a great practice and are interested in extracting value out of their practice with a view to consolidating their succession plan.

NEXUS IFP is a proudly Independent Financial Advisory Firm and the preferred home of dynamic Independent Financial Advisers that are driven by a passion for working alongside their clients to give holistic, goals-based, and independent financial advice.