Supporting You to Success

Ever wanted to be your own boss ...

... but also to be part of a team of like-minded individuals who can assist you when YOU need it?

Fed up of being constantly ‘told what to do’ by your network’s supervisors when it adds no value to you, your work or the service you give to your clients?

Do you want to build a long term, trusted, professional relationship with your clients – giving them a quality service

Do you want to work in a sensible and compliant environment where you are treated as an adviser who knows what they are talking about?

Do you want to get FULL value both now, and in the future, for you and your family, for the work that you do

If you have answered yes to those – then this will be of interest to you ……..

An Associate with IFS really enjoys the benefits of being able to develop and run their own business, as they wish, but with the help, guidance and support of IFS.

We provide full and comprehensive compliance and regulatory support, assist with business development, and offer quality leads via the national initiatives that we operate with various Affinity Groups.

Main Features:

Business Support:

·          QUALITY leads generated from numerous Affinity Groups, in particular ;–

Ø        Federation of Small Businesses (215,000 members) – EXCLUSIVE access to leads from the firms in YOUR area

Ø        Introductions to Tax Assist Accountants  franchises in YOUR area

Ø        Leads from many other major Trade Unions – in YOUR area

Ø        Proven, quality, lead generation partners – in YOUR  area

·          Business development assistance - IFS's management team has substantial experience in developing business with professional introducers, builders, housing associations, and particularly affinity groups - is available to you.

·          Help when YOU need it – IFS is a caring organisation, we look after our advisers – which is why they have been with us for so long – if you need, or ask for help to develop yourself or your business – we will do all we can to help.

·        Because of the purchasing power of IFS and our business partners, we are able to negotiate competitive commission rates, as well as special products and product terms with providers.

Full Compliance Services including :

·          A realistic and sensible approach to Compliance & Regulation

·          Best Advice support - full computerised research facilities featuring IFS’s own database management/risk profiler/asset allocation/decision support/Report Writing software – built with the help and input of our advisers it produces a comprehensive, quality client report that your clients will value in minutes.

·          Sensible, topical and useful Training & Competency Plan, including comprehensive distance learning modulised CPD Training Plan supplemented by highly motivational, interactive and useful training meetings (Note: You will be able to achieve your CPD hours comfortably utilising the internal IFS training modules and training days)

All Regulatory Fees Paid including :

·          Payment of all Regulatory Fees including PI, ICS and FSA Subscriptions

·          All licences including CCL, Data Protection, etc

Complete supply of documentation including :

·          Fact Finds, all necessary forms for conducting compliant business – including a Terms of Business/IDD/Menu that is really client friendly

·          Business stationery - letterheads, business cards, compliment slips are all personalised for you.

Commission / Administration:

·          Full credit given on all business, including renewals & level commissions

·          Full reconciliation and substantial enhancements - with full monthly management reports, now available via the IFS Website

·          Enhanced commission - we currently receive c.155/165% of Lautro from all of the major product providers.(Currently being revised – upwards !)

Exit Strategy

·          We will continue to pay to you, or your estate, the value of your renewal/trail income (subject to a handling fee – no commission split) in the event of your retirement, death or being unable to continuing to work because of illness or accident. You are effectively building your own pension and PHI plan PLUS letting your family receive a benefit for your hard work after you’ve gone

This very important feature was developed and implemented at the request, and with the guidance, of our advisers.