An IFA asks: "I want to be part of a team"


As a financial adviser, you enjoy building solid relationships, so it’s likely you thrive as part of an integrated team.

Team structures offer you the opportunity to add further expertise to your service and allow you to spend more time with your clients, so you can establish deep-rooted connections.

Rising costs and changes to regulation means giving financial advice has become more and more complex; larger organisations with teams of specialists offer stability in this increasingly dynamic sector.

For many, being a part of a dedicated team also provide the basis for a successful work-life balance, as a multidisciplinary approach means clients get their questions answered promptly; not to mention you’re relieved of a great deal of lengthy paperwork.

If you want to start your career as part of a team, or miss having a committed support network, what can you do?

An increasing number of advisers have made the decision to move to larger firms that benefit from teams of in-house specialists. It may be possible to do so on a self-employed basis.

Before you consider joining a new firm it pays to do your research; is this the right fit for you? Does the culture match your own? Think very carefully about any proposition, you want to be certain you’re making the right decision.

If you’re interested in finding out more about becoming part of a larger firm, visit our Become an IFA page, or get in touch to have a chat with a member of our team.

IFA News

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